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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
Think about the future you
The choices you make today shape the person you'll become tomorrow. Every decision, big or small, contributes to your...
Rainy-day fund
A rainy-day fund is a savings reserve set aside specifically for unexpected expenses or financial emergencies. This...
What is a risk profile?
A risk profile is a personal financial questionnaire that helps you understand how comfortable you are with taking...
Online budgeting tool
BudgetBuddie is a personal finance app designed to help you manage your money more effectively. It connects to your...
Key information when I’m not here
In many relationships, one person often handles the finances and bill payments. But what happens if that person...
Check my financial wellbeing
Just like a medical check-up, your money and financial habits need a check-up too. By taking a look under the hood,...
Debt management tips
Our top 4 tips are: Avoid lifestyle creep: Resist the urge to increase your spending just because you got a pay rise....
Find it hard to talk about money?
You're not alone, talking about money is tough for many people. This is not just with each other but also with...
My wishes when I pass away
Planning for the future is an act of love and consideration for those you care about. A “My Wishes When I Pass Away”...
KiwiSaver checklist
KiwiSaver balances can fluctuate with market movements and life changes. Therefore, it's crucial to choose the right...
Needs vs wants
In a nutshell, needs are things that are essential for survival or basic well-being, like food, water and shelter....
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.
