As part of the 2025 Budget, the Government has announced several changes to KiwiSaver aimed at helping New Zealanders...
KiwiSaver changes
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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
How to add a legacy contact to your phone
Step by step guide - adding a legacy contact A legacy contact on your phone is someone you designate to manage your...
Financial Advisers – your advocate in tough times
How Financial Advisers help support clients going through challenging times Financial advisers are pivotal in...
Retirement planning for 49 year olds: It’s time to get serious
Retirement planning for 49 year olds If you're turning 49, retirement is no longer a distant idea, it’s a...
Financial planning for 39 year olds: Get ready for your 40s
Financial planning for 39 year olds If you're turning 39, you're likely juggling a lot - career, family, mortgage, and...
Wairarapa Lifestyle Magazine
Carissa's Journey with Wairarapa Lifestyle Magazine Carissa has become a valued voice in the Wairarapa community...
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...
Insurance for my age group
As we move through life, our priorities and responsibilities shift. Ensuring that you have the right insurance cover...
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...
What is income protection?
Income protection insurance is crucial as it provides financial support if you are unable to work due to illness or...
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.
