Step 1: Cash management and financial goals

Step 2: Lending and home loans

Our second article focuses on what our 3 fictitious clients could do, so they achieve their desired financial outcomes. Renee wants to buy her first home, Warren and Judith would love to retire at 60 years, while Darryl and Christine have very high credit card debt....
Step 1: Cash management and financial goals

Step 3: General insurance

The third step to financial health is to take a look at what fire and general insurance you do or don’t have. Sometimes you can be over insured! Make sure you have the right insurance cover that is fit for purpose. Enjoy reading this fortnight’s article on...
Step 1: Cash management and financial goals

Step 4: Estate planning

Did you know around 50% of Kiwi’s don’t have a will that’s up to date! If this is you, then please read on. In this article, Renee is struggling to decide guardianship for her twins, Warren and Judith are updating their enduring power of attorney and...
Step 1: Cash management and financial goals

Step 5: Income protection

This fortnight we talk about the importance of protecting your income. Could you cope if you suddenly lost the ability to earn? ACC will cover you for an accident but what if you had an illness that prevented you from working for a long period of time?  Make sure you...