Latest News & Updates
What is Estate Planning?
Wednesday, November 16, 2022
An estate plan includes a will, but it’s much more than that. A good estate plan outlines who you want to make financial and health care decisions if you can’t make them for yourself.
What is Ethical Investing?
Wednesday, October 12, 2022
More and more Kiwis are choosing ethical investments. Just as we choose sustainable food and energy, ecologically sound materials, or ethically-made clothing, we can also choose how we want to invest our money.
Financial Planning Help is Here
Monday, September 12, 2022
When it comes to your money and plans, it can be hard to balance short-term wants, long-term dreams, and those unexpected events that are out of your control.
From the groceries you need to the retirement you want and the looming car repair bill, it can be hard to figure out how to tackle bills while planning for the future.
What's Happening With My KiwiSaver?
Thursday, August 4, 2022
Everyday investors checking the returns of their KiwiSaver fund in the last month or two may have done so with a wince of pain. 😳
Proudly Sponsoring Ricaia Warren
Thursday, July 28, 2022
Proudly sponsoring Ricaia Warren in his first professional boxing fight. Packed house at the weigh-in and on the night, a decisive TKO.
Inflation Rates 101
Monday, July 4, 2022
Increased inflation basically means that your dollar isn't worth as much as it was. The Reserve Bank likes to see only a gradual percentage increase of 2% per annum, currently, it's a lot higher than that. In fact the highest it's been for a long time.