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We’re passionate about financial education and helping our clients get the most from their money. Follow our video resources for a wide range of tips and tricks as a starting point for gaining control of your future.

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How the economy affects home loan rates
Covid-19 and the economic recovery from lockdowns gave many people a sharp reminder of how the wider economy can affect home loan interest rates. In…
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KiwiSaver strategies for self-employed
KiwiSaver isn’t just for people who are working as PAYE employees. If you’re self-employed, you can still make use of the scheme, and leverage it…
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Why you may need a personal financial plan
Money – it’s a tool that allows us to live comfortably, pursue our dreams, and secure our future. However, managing it can feel overwhelming. That’s…
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Investment strategies for different life stages
When was the last time you checked in on your investment strategy? If it’s been a while, now might be a good opportunity to put…
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Do you need mortgage protection insurance?
What would happen if, due to unforeseen circumstances, you found yourself unable to meet your mortgage repayments?  Enter the realm of mortgage protection insurance—a cover…
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Economists bring forward cash rate cut forecasts
The Reserve Bank has stuck to its line in recent months that the official cash rate (OCR) is on hold at 5.5%, and will probably…
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Keys to homeownership in 2024
The new year is upon us, and for aspiring homeowners, 2024 could be the year you take the first step onto the ladder. As the…
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Achieving financial success in 2024
As we step into a new year, many of us set ambitious resolutions, and some of these goals might be the desire to achieve financial…
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How to build financial resilience on a budget
Are you living on a budget? Creating financial resilience may seem like a daunting task. When you’re so focused on covering your daily expenses, it…
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The power of daily chats for boosting wellbeing
In a world where stress levels are skyrocketing, and loneliness is on the rise, it’s all-the-more important to take care of our mental and emotional…
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Balancing work, life, and finances
Like to find a better balance among work, life, and finances? You may find some good tips here – including how to set boundaries and…
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How to choose health insurance
Depending on your situation, health insurance can be a proactive tool for your physical and financial well-being.  Here in New Zealand, we can rely on…
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Mortgage advice: Not just for first-home buyers
Many people associate the need for a mortgage adviser with the purchase of their first home. However, the value of professional mortgage advice extends beyond…
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Changing KiwiSaver providers or switching funds?
KiwiSaver is an integral part of Kiwis’ retirement planning. And perhaps, over the years, you might have contemplated whether you’re with the right provider for…
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What to do when a loved one is caught in an investment scam
In light of the surge in investment scams, the Financial Markets Authority (FMA) recently asked clinical psychologist Nigel Latta to share some tips on how…
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Building financial wisdom: money lessons for kids (and you!)
Financial literacy isn't just for adults; learn early in life, it can benefit your children now and in the future. Of course, each parent’s approach…
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Financial freedom or financial independence: what’s the difference?
Think about your financial goals for a minute. If you were asked what you’re aiming for, what your investments are building towards or what your…
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How to keep your insurance budget-friendly
The cost of living has been top-of-mind for many New Zealand households over the past year. As prices have crept up, you might have spent…
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Do you have different money personalities? Here’s how to cope
There are lots of things for couples to fight about. Who chucks the wet towels on the bed and forgets about them, who never empties…
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How long should you fix your mortgage for?
Managing a mortgage can feel like a big responsibility. It’s often the most significant debt that people have in their lives and one of the…
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Eleven things it’s worth spending money on
We usually focus on all the ways to save money, but the reality is, sometimes it’s worth splashing out. Here are eleven things that it’s…
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New year, new Insurance policies? Nine signs to watch out for
The beginning of a new calendar year is a great time to hit the ‘reset’ button and start with a blank slate. With a fresh…
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How to boost your financial life in one week, one month and one year
We often overestimate what we can achieve in a short period of time, but dramatically underestimate what we can do in a longer one. And…
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Three New Year’s resolutions for your mortgage
New year, new approach to your mortgage? If you’re in a planning mood, you might be thinking about one of the most significant financial obligations…
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Your last-minute Christmas gift survival guide
So, it happened again. Last year, you swore that you'd never, ever leave Christmas shopping to the last minute, then life got in the way…
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Insurance through the decades – here’s how your needs can change
Throughout our lives, we go through a number of changes. And along the way, our Insurance needs change too. So here’s a guide to the…
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Should you pay off debt first or save for a deposit?
Looking to buy your first home? It’s important to make your mortgage application as competitive as possible. Having the least amount of debt possible is…
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Five smart strategies to get mortgage-free faster
Your mortgage is probably one of the biggest financial commitments you'll have in your life. And with significant interest costs accruing over time, it makes…
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When do you need a Personal Insurance check-up?
Thinking about your Insurance may not be high on your list of priorities. But if you'd like to make sure that your cover is still the…
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