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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...

Needs vs wants

What's the difference? In a nutshell, needs are things that are essential for survival or basic well-being, like food, water and shelter. Wants are things that improve comfort or happiness but are not essential, like luxury items, entertainment and latest trends....

Unexpected money or inheritance

Unexpected money or inheritance? Managing an unexpected inheritance or a large sum of money can be overwhelming, but with careful planning, you can make the most of this financial windfall. Here are some steps to help you navigate this process: Seek advice from a...

Find out where your money is going

Why auditing your spending is important and how to start Auditing your spending is crucial to understand where your money is going, identifying areas where you can cut costs, and make informed decisions about your finances. Here’s some tips to get you started....

Financial goals

What are financial goals? Financial goals are like personal milestones you set to help you manage your money wisely. Think of them as a roadmap for your finances, guiding you towards stability and growth. These goals can be divided into three types based on how soon...