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Learn

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.

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…

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…

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…

Older posts

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…