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Financial Advice
Get expert financial advice to help you make smarter money decisions, plan for the future, and build long-term financial confidence and security.
Can’t find what you are looking for?
Ages and Stages
Health insurance mistakes to avoid
Health insurance is a smart move, ensuring you have access to the care you need, when you need it. But many Kiwis fall...
Busting the myth: Do insurance claims get paid?
There’s a persistent myth in New Zealand that insurance claims, especially health-related ones, often go unpaid. At...
Successful savings habits
Saving money doesn’t have to be complicated. It starts with building habits that make a real difference over time....
The sandwich generation: Caught in the middle
Increasingly, New Zealanders in their 30s to 50s are finding themselves in the sandwich generation - supporting both...
Get Financially Fit with Jenny Griffith’s Coaching
Just like you’d ask a trainer at the gym when you’re unsure how to use a piece of equipment, you turn to Jenny...
Are you a spender or a saver?
When it comes to money, we all have different habits and attitudes. Some of us love the thrill of a spontaneous...
Financial Advisers – your advocate in tough times
Financial advisers are pivotal in supporting clients during tough times, acting as advocates and providing essential...
Check my financial wellbeing
Just like a medical check-up, your money and financial habits need a check-up too. By taking a look under the hood,...
Ages and Stages
Find the content related to where you are in life’s financial journey.
Useful Documents
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Useful Documents
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Find related content:
Age 18 – 34 years
Age 35 – 54 years
Age 55+
Do you need more information?
Our skilled advisers can answer most of your questions and are happy to meet with you at a time that is convenient. If you’d like to book an appointment, we’d love to hear from you.
