Understanding net worth What is net worth? Net worth is a simple way to measure your financial health. It’s the difference between what you own (your assets) and what you owe (your liabilities). In other words, net worth is calculated by subtracting your total debts...
Check out our new look eNews! Our latest eNews brings together practical insights and timely reminders based on the conversations we are having with clients right now. Inside, you will find updates on topics that affect everyday financial decisions, along with...
A basic snapshot about KiwiSaver What is KiwiSaver? KiwiSaver is a savings plan that helps you save money for your retirement. You contribute a small percentage of your income, and your employer and the government also contribute to your savings. What are the benefits...
Basic explanation about compound interest Compound interest for savings When you save money in an account that earns compound interest, you earn interest on both the money you initially deposit (the principal) and the interest that accumulates over time. This means...
Understanding the importance of having a Will What is a will? A will is a legal document that outlines how you want your assets and property to be distributed after your death. It also allows you to appoint a guardian for your minor children and specify your wishes...
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