Succession planning is generally defined as the process of preparing for the transfer of ownership, leadership, and...
Succession planning for rural and business owners
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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
Need a financial recipe for navigating life’s curveballs?
Just like in baking, when a recipe goes wrong, maybe the cake doesn’t rise or the icing splits, you don’t throw in the...
Eldernet – Trusted support for older people
Eldernet is New Zealand’s most trusted online resource for older people, their families, and support networks. It...
Health insurance mistakes to avoid
Health insurance is a smart move, ensuring you have access to the care you need, when you need it. But many Kiwis fall...
Busting the myth: Do insurance claims get paid?
There’s a persistent myth in New Zealand that insurance claims, especially health-related ones, often go unpaid. At...
Successful savings habits
Saving money doesn’t have to be complicated. It starts with building habits that make a real difference 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
Just like you’d ask a trainer at the gym when you’re unsure how to use a piece of equipment, you turn to Jenny...
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...
How to add a legacy contact to your phone
A legacy contact on your phone is someone you designate to manage your digital data, like photos, messages, notes, and...
Financial Advisers – your advocate in tough times
Financial advisers are pivotal in supporting clients during tough times, acting as advocates and providing essential...
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.
