Your retirement number is not just a savings target. It is the amount of income required to support the way you want...
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Age 55+
Designed for those approaching or enjoying retirement, this section offers insights on maximizing retirement savings, managing healthcare costs, estate planning, and ensuring a comfortable and secure financial future. Stay informed and confident in your financial choices as you navigate this stage of life.
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Ages and Stages
5 Financial tips that actually work
Discover five financial tips that actually work, with practical steps you can use straight away. Download the PDF to...
Christmas money saving tips
Looking for Christmas money saving tips? The festive season is all about celebrating with family and friends, but it...
Financial tips for every generation
Money habits start early and evolve through life. Tim Fairbrother’s regular series on Stuff explores what financial...
What is a financial plan?
So, what is a financial plan, exactly? It’s a personalised document that lays out all the recommendations your...
What inflation really means for your money
Understanding inflation in New Zealand Inflation isn’t just a headline. It’s something you feel every time you fill up...
Smart insurance tips
Insurance is not something you want to discover is incorrect after something has happened. That is why we take the...
KiwiSaver and Australian Super: What happens when you move across the ditch?
Whether you're chasing sunshine, family, or new opportunities, moving between New Zealand and Australia raises an...
No one likes paying for insurance, until they need it
Let’s face it, insurance isn’t something most people get excited about. It’s not a new car, a holiday, or dining out...
What’s your retirement number?
Retirement might feel like a distant dot on the horizon, something for “future you” to think about. But the earlier...
What’s the difference: Lifespan vs Healthspan
When we talk about living longer, we often focus on lifespan, the total number of years a person lives. But there's...
Succession planning for rural and business owners
Succession planning is generally defined as the process of preparing for the transfer of ownership, leadership, and...
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+
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