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Key information when I’m not here

Why a Plan B is important In many relationships, one person often handles the finances and bill payments. But what happens if that person becomes ill, injured, or passes away? A Plan B document can provide key information to ensure your loved ones can manage finances...

Check my financial wellbeing

Why do I need to 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, you can dive deeper into where your money is going and check if you have control of your income and...

Find it hard to talk about money?

How 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 parents, children, siblings, and friends. And that’s okay. Here’s four tips to making it easier to talk about money...

Debt management tips

Debt management tips no matter what age Our top 4 tips are: Avoid lifestyle creep: Resist the urge to increase your spending just because you got a pay rise. Make a plan for this extra money, increase your home loan repayments, start a rainy day fund, pay off...

KiwiSaver checklist

Why do I need to check my KiwiSaver? KiwiSaver balances can fluctuate with market movements and life changes. Therefore, it’s crucial to choose the right type of fund for your stage of life and circumstances. KiwiSaver checklist – key areas to check...