Latest News

How Do the Wealthy Budget Differently?

Wednesday, November 13, 2024

Discover the key budgeting strategies used by the wealthy to grow and protect their wealth. Learn practical tips to improve your financial planning today.

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Equity Release – for a Worry-Free Retirement

Thursday, July 25, 2024

Discover how equity release can provide you with financial freedom in retirement. Learn how unlocking the value of your home can help you live worry-free in your later years with Hallam Jones.

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July Newsletter

Wednesday, July 17, 2024

Ready to start your financial planning journey? Learn the essential steps to create an effective financial plan with clear goals, budgeting, investments, and professional advice from Hallam Jones.

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What Is Asset Finance and Can It Help You and Your Business?

Tuesday, July 16, 2024

Explore our asset finance services to help you secure the funding needed for equipment, vehicles, or other business assets. Learn how asset finance can benefit your business or personal needs.

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Changes to Trust Tax Rate

Monday, June 17, 2024

Stay informed about recent changes to the trust tax rate and how it may impact your financial planning. Learn more about how to adapt your strategy for the new tax laws.

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Saving for Their Education

Friday, May 3, 2024

Start planning for your children's future today. Learn smart strategies to save for education and ensure your kids have the financial support they need for school or university.

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Mortgage Cashback?

Friday, March 22, 2024

Discover the benefits of a cash back mortgage. Learn how this home loan option can provide financial relief with a lump sum cash incentive. Find out if it's right for you at Hallam Jones.

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Start Retirement Planning Now!

Monday, March 11, 2024

Don’t wait! Start planning for your retirement today. Learn how to secure your future with smart retirement strategies from Hallam Jones. Begin your journey towards financial peace of mind now.

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The Guide to Investment Tax

Monday, February 19, 2024

Understand the ins and outs of investment tax with our comprehensive guide. Learn how taxes impact your investment returns and how Hallam Jones can help you optimise your investment strategy.

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Tomorrow Is Good, Today Is Better – Start Investing Sooner!

Monday, January 15, 2024

Learn why investing early is the key to a comfortable retirement. Discover how Hallam Jones can help you plan for your future and make the most of your investments.

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Home Loan Case Study

Friday, December 15, 2023

Discover how Hallam Jones helped Jennifer secure a better home loan rate with a flexible repayment plan. Learn how we supported her in purchasing her family home after a divorce.

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The Do’s and Don’ts of Investing in a Down Market

Tuesday, November 21, 2023

Facing a down market? Learn strategies from Hallam Jones to navigate market downturns, protect your investments, and make informed decisions to safeguard your financial future.

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Transferring Your UK Pension

Monday, November 6, 2023

Considering transferring your UK pension? Discover how Hallam Jones can guide you through the process to ensure a smooth transition to your New Zealand pension scheme, saving on fees and maximising your benefits.

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Succession Planning

Friday, September 29, 2023

Plan for the future with effective succession planning. Ensure your business or personal wealth is managed and transferred smoothly with the expert advice from Hallam Jones.

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Introducing Laken

Tuesday, September 5, 2023

Get to know Laken Tregonning, our Senior Business Administrator with over 15 years of experience. Learn how her expertise supports our financial advisors and how she helps us provide excellent service.

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What are PIES?

Friday, August 25, 2023

Discover what PIES (Portfolio Investment Entities) are and how they work. Learn about the benefits and tax advantages of PIES for New Zealand investors and how they can help you grow your wealth.

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Latest Financial News

Tuesday, July 25, 2023

Get the latest financial news and insights from Hallam Jones. Stay informed on market trends, investment strategies, and financial planning tips to make smart decisions.

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Could Now Be a Great Time to Buy a House?

Wednesday, June 21, 2023

Wondering if now's the right time to buy a house? Michael Dent, accredited Mortgage Broker at Hallam Jones, offers expert advice on navigating the current property market.

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Talk to Our Home Loan Professional

Monday, May 22, 2023

We can get the best mortgage for you (of course!) but we also aim to guide you through the home-buying process itself.

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Introducing Michael Dent

Thursday, April 20, 2023

Get to know Michael Dent, an accredited Mortgage Broker and certified Life, Disability, and Health Insurance Adviser at Hallam Jones. With over 24 years of experience, Michael helps with home buying, insurance, and more.

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