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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.
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Ages and Stages
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....
Unexpected money or inheritance
Managing an unexpected inheritance or a large sum of money can be overwhelming, but with careful planning, you can...
Find out where your money is going
Auditing your spending is crucial to understand where your money is going, identifying areas where you can cut costs,...
Financial goals
Financial goals are like personal milestones you set to help you manage your money wisely. Think of them as a roadmap...
Cash management tips
Ever find yourself wondering where all your money went at the end of each pay? It's time to take control and tell your...
Choosing a guardian
Choosing the right person to be a guardian for your children is a crucial decision. Here’s a simple guide to help you...
What is an executor?
An executor of a will is a person you appoint to carry out the instructions in your will after you pass away. Their...
Home loan top tips
How to spread your interest rate risk. While no one has a crystal ball, worrying and trying to pick the lowest...
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?
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