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What is a risk profile?

What is a risk profile and why you need to complete one A risk profile is a personal questionnaire that helps you understand how comfortable you are with risk when it comes to your investments or KiwiSaver. It looks at your goals, how long you plan to invest, and how...

Online budgeting tool

BudgetBuddie - a new way to manage your money BudgetBuddie is a personal finance app designed to help you manage your money more effectively. It connects to your bank accounts, KiwiSaver providers, and share portfolios, allowing you to see all your financial...

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...