Saving money doesn’t have to be complicated. It starts with building habits that make a real difference over time....
Successful savings habits
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Age 18-34
Dive into the fundamental concepts of personal finance. Learn about budgeting, saving, including KiwiSvaer and managing debt to build a solid financial foundation. Perfect for anyone looking to get a handle on their finances.
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Ages and Stages
Get Financially Fit with Jenny Griffith’s Coaching
Just like you’d ask a trainer at the gym when you’re unsure how to use a piece of equipment, you turn to Jenny...
Are you a spender or a saver?
When it comes to money, we all have different habits and attitudes. Some of us love the thrill of a spontaneous...
KiwiSaver changes
As part of the 2025 Budget, the Government has announced several changes to KiwiSaver aimed at helping New Zealanders...
How to add a legacy contact to your phone
A legacy contact on your phone is someone you designate to manage your digital data, like photos, messages, notes, and...
Financial Advisers – your advocate in tough times
Financial advisers are pivotal in supporting clients during tough times, acting as advocates and providing essential...
Wairarapa Lifestyle Magazine
Carissa has become a valued voice in the Wairarapa community through her regular contributions to the Wairarapa...
Farm planning for the unexpected
In this episode, we discuss the importance of planning for the unexpected in farming. Carissa Fairbrother, financial...
Do financial opposites attract?
What happens when two financial advisors - married to each other - have completely different money personalities? Meet...
Types of insurance
It’s surprisingly easy to end up with too much insurance or not enough. Some people are covered for things they don’t...
What is trauma insurance?
Understanding the distinctions between trauma insurance, critical illness insurance, and total permanent disability...
What is life insurance?
Life insurance is a financial product designed to provide a lump sum payment to designated beneficiaries upon the...
Ages and Stages
Find the content related to where you are in life’s financial journey.
Useful Documents
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Useful Documents
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Find related content:
Age 18 – 34 years
Age 35 – 54 years
Age 55+
Do you need more information?
Our skilled advisers can answer most of your questions and are happy to meet with you at a time that is convenient. If you’d like to book an appointment, we’d love to hear from you.
