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Latest News & Updates
UK Pension Transfers to NZ
Wednesday, December 25, 2019
If you still have money in a UK pension scheme, perhaps it is time to consider moving it across to New Zealand. There are several advantages for doing so.
Interest Rates - WAKE UP!
Wednesday, October 9, 2019
When the subject of interest rates comes up in conversation at this time thoughts immediately turn to how low interest rates are for residential lending and what follows is inevitably the question, admittedly an interesting one, “could they go even lower?”
Financial Planning and the Shawshank Redemption
Monday, September 2, 2019
Shawshank Redemption the classic Prison Movie recently turned up on offer to watch on NZ Netflix. I love that movie. One of the best of all time in my humble opinion. For those that have never watched it Andy Dufresne is imprisoned for the murder of his wife and her lover. Long story short (spoiler alert!) he gets out and manages a sizeable financial windfall in the process. His best pal Red narrates that he blew town with the better part of $370,000 dollars!
New technology, a double edged sword
Tuesday, August 27, 2019
New technology can be a double-edged sword for you as a customer.
Life... insurance
Tuesday, August 6, 2019
Thank you so much to Blair for helping us sort our life insurance. It had been something on our to-do list for such a long time! He was so helpful with regards to talking us through every option, and was more than happy to go back and forth to ensure we got the right insurance for our needs. I think because Blair has a young family, like us, he really understood the importance of getting it right, so our children would be taken care of should anything happen to either one of us.