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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...

My wishes when I pass away

Why complete a 'My Wishes' document Planning for the future is an act of love and consideration for those you care about. A “My Wishes When I Pass Away” document allows you to clearly outline your preferences for your funeral arrangements. Many people document this...

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...

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...

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....