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Latest News & Updates

Join our market leading KiwiSaver provider

Wednesday, October 10, 2018

We were delighted that our focus on providing outstanding service to our KiwiSaver members was recognised in the latest Sorted survey, where the Scheme we provide was ranked first equal for member services across all KiwiSaver Schemes. Sorted is the website run by the Commission for Financial Capability, an independent body.

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HopeWalk Rotorua

Wednesday, September 19, 2018

HopeWalk Rotorua

Chris Smith and Thomas O'Leary have been helping run HopeWalk Rotorua for a couple of years now. We are super proud to be part of supporting this worthwhile cause.

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No place like Rotorua, say ex-Aucklanders

Thursday, September 6, 2018

When Martin and Leanne Lambert realised they could never afford to buy a house in their home city in Auckland, they set about doing some research.

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Do you know what’s happening with your super that you left behind in Australia?

Wednesday, August 15, 2018

We are familiar with cases where premiums for insurance polices are being withdrawn from superannuation, and the funds are draining away. It’s legit. But you may not even be aware this is happening. Protect you money, become familiar with what is happening and let us help you do that.

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Why we use NZ Funds for KiwiSaver

Monday, July 23, 2018

Here are four simple yet compelling reasons why we use NZ Funds for our KiwiSaver clients:

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Why an adviser is an ideal alternative

Wednesday, July 18, 2018

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I had a chap contact me recently who was frustrated by his bank. He said he’d never used an independent adviser before. But now he felt that he had to because his very good fixed rate had just expired and now, because his interest rate had reverted to the on call floating rate, he was paying much more fortnightly! His budget was being wrecked! He had called the bank but no one had got back to him. Now he was frustrated.

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