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Are you a spender or a saver?

Spender or a saver - know your financial personality When it comes to money, we all have different habits and attitudes. Some of us love the thrill of a spontaneous purchase, while others find satisfaction in watching their savings grow. So, are you a spender or a...

KiwiSaver changes

KiwiSaver changes: What you need to know As part of the 2025 Budget, the Government has announced several changes to KiwiSaver aimed at helping New Zealanders grow their savings, whether for a first home or retirement. These updates are important and may affect how...

How to add a legacy contact to your phone

Step by step guide – adding a legacy contact A legacy contact on your phone is someone you designate to manage your digital data, like photos, messages, notes, and other personal information after you pass away. Download steps for iPhone Download steps for...

Financial Advisers – your advocate in tough times

How Financial Advisers help support clients going through challenging times Financial advisers are pivotal in supporting clients during tough times, acting as advocates and providing essential guidance. When clients face life-altering events, such as a cancer...

Financial advice for 59 year olds: Countdown to retirement

Financial advice for 59 year olds At 59, retirement is no longer a future plan, it’s just around the corner. This is the time to fine-tune your financial strategy and make sure everything is aligned for the transition ahead. To help you stay on track, here are some...