There’s a persistent myth in New Zealand that insurance claims, especially health-related ones, often go unpaid. At...
Busting the myth: Do insurance claims get paid?
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Age 35-54
This category covers key financial strategies for those in their mid-life. Learn about retirement planning, investing for growth, managing family finances, and preparing for major life events. Empower yourself with the information needed to make informed financial decisions during these
years.
Can’t find what you are looking for?
Ages and Stages
Financial tips for 9-year-olds: Building smart money habits before age 10
Financial tips for 9-year-olds: Building smart money habits before age 10 Teaching kids about money is one of the most...
Successful savings habits
Saving money doesn’t have to be hard or complicated. It’s all about building small habits that add up over time....
The sandwich generation: Caught in the middle
Increasingly, New Zealanders in their 30s to 50s are finding themselves in the sandwich generation - supporting both...
Get Financially Fit with Jenny Griffith’s Coaching
Jenny Griffith’s coaching is like having a personal trainer for your financesJust like you’d ask a trainer at the gym...
Why you need a financial caddy?
What do golf and finances have in common?Just like in golf, when you hit a bad shot, you seek guidance and advice from...
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...
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.
