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PIE Funds in NZ: How They Work and Who They Suit

PIE Funds in NZ: How They Work and Who They Suit

Pay less investment tax by investing in a managed investment called a PIE fund
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The White Lotus Effect: Lifestyle vs Real Wealth

The White Lotus Effect: Lifestyle vs Real Wealth

How what we see on TV and social media shapes travel and financial choices
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Pet Insurance Explained: Is It Worth It?

Pet Insurance Explained: Is It Worth It?

Protect the fluffy members of your family with this complete guide to New Zealand pet insurance.
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Financial Mistakes to Avoid in Your 40s, 50s, 60s

Financial Mistakes to Avoid in Your 40s, 50s, 60s

Seven of the worst financial mistakes to avoid in your 40s, 50s, and 60s
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New Zealand’s Decline in Financial Literacy

New Zealand’s Decline in Financial Literacy

Missing millions: how low financial literacy could impact your financial wellbeing, retirement and more
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Are You Investing Too Much into KiwiSaver?

Are You Investing Too Much into KiwiSaver?

KiwiSaver has gathered plenty of attention for its merits, but there are potential drawbacks that investors should carefully think over.
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What Is Tax Bracket Creep and How to Beat It

What Is Tax Bracket Creep and How to Beat It

There's even a hidden tax on inflation! Here's the tax you probably didn't even think of.
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Tips for a Long, Healthy & Awesome Life

Tips for a Long, Healthy & Awesome Life

Be healthy and prosper, tips from the head of the Harvard Department of Nutrition
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How to Get Promoted Faster and Earn More

How to Get Promoted Faster and Earn More

Make this year your best year with a great promotion! 5 steps to get you a promotion
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Should You Move to Australia for a Better Life?

Should You Move to Australia for a Better Life?

Better weather, more pay, and probably a lower cost of living. The benefits of moving to Australia are becoming harder to ignore.
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How to Pass On Wealth and Protect Your Legacy

How to Pass On Wealth and Protect Your Legacy

Rich boomers are stressed about passing on their wealth, here's why, and what they can do about it
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Are You Making Life Harder Than It Needs to Be?

Are You Making Life Harder Than It Needs to Be?

With deliberate effort and time, you can transform your life. Here's a list of how you can start to transform detrimental habits into beneficial ones.
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How Fast Will Inflation Fall in New Zealand?

How Fast Will Inflation Fall in New Zealand?

There’s no need to fear yet another story about inflation, as it may be good news this time around!
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What Is a Non‑Bank Lender? Your NZ Guide

What Is a Non‑Bank Lender? Your NZ Guide

Non-bank lenders are becoming more mainstream and can be a great solution for those who might not otherwise be able to obtain lending.
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Don’t Just Save Money – Make It Work for You

Don’t Just Save Money – Make It Work for You

You may have heard the old saying that ‘cash is king’. Once upon a time, this was a true statement. Since then, cash has been toppled from the throne.
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Will AI Take Your Job? Which Jobs Are Safe?

Will AI Take Your Job? Which Jobs Are Safe?

14 jobs that will be replaced by artificial intelligence or robots (plus 11 roles that won’t)
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How Banking Changes Could Impact Your Mortgage Rate

How Banking Changes Could Impact Your Mortgage Rate

Recently proposed changes to the amount of financial backing NZ banks need to operate could have a significant impact on all New Zealanders with a mortgage.
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How to Invest in Gold: Beginner’s Guide

How to Invest in Gold: Beginner’s Guide

Whenever the economy gets turbulent, the fans of investing in gold emerge. They’re sometimes called “goldbugs” and will shout from the rooftops...
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Is a Tiny House Right for You in New Zealand?

Is a Tiny House Right for You in New Zealand?

6 reasons why tiny houses aren’t a good idea, and 3 situations when they could be
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Does Money Make You Happy? What the Research Says

Does Money Make You Happy? What the Research Says

The pursuit of happiness: is your financial GPS pointing in the right direction?
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What Is Catfishing? And How to Protect Yourself

What Is Catfishing? And How to Protect Yourself

A match on Tinder has led to financial trouble for at least one young Kiwi
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Is the Kiwi Dream Changing for Home Buyers?

Is the Kiwi Dream Changing for Home Buyers?

Step aside “boat, beamer, bach”, the traditional Kiwi dream might have changed for good
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Kiwi Families Are Changing: What It Means for Money

Kiwi Families Are Changing: What It Means for Money

The typical Kiwi family of a heterosexual married couple and two or three children is no longer the norm. In his new book...
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What Is Buy Now, Pay Later? The Real Cost

What Is Buy Now, Pay Later? The Real Cost

“Buy now, pay later” (or BNPL) is taking younger generations by storm.
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NZ’s Price of Happiness: How Much Money Is Enough?

NZ’s Price of Happiness: How Much Money Is Enough?

NZ is the fifth most expensive place to buy happiness worldwide, according to this study
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What Is a Black Swan Event? And Why It Matters

What Is a Black Swan Event? And Why It Matters

A share market crash is a rapid and usually unanticipated drop in prices.
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How Much Should You Invest Based on Your Goals

How Much Should You Invest Based on Your Goals

Are you investing enough to achieve your major life goals, such as retirement?
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Wealth Tax Explained: Will You Have to Pay?

Wealth Tax Explained: Will You Have to Pay?

As talk of taxing wealthy Kiwis is on the rise, let's take a look at how this might work, and whether you might have to pay up!
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The Best Financial Advice We Give Our Clients

The Best Financial Advice We Give Our Clients

Here are the best eight pieces of financial advice to help change your life. These are collated from those who’ve “walked the talk”.
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What Will Happen to NZ House Prices Next?

What Will Happen to NZ House Prices Next?

New Zealand’s favourite investment, residential property, is probably about to resume its upward price trajectory
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Reverse Mortgages Explained for NZ Homeowners

Reverse Mortgages Explained for NZ Homeowners

5 things that can help you decide whether a reverse mortgage might be right for you
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What Happens When You Overspend on a House

What Happens When You Overspend on a House

In general, we’ll hardly ever encourage anyone to spend more on a home, however, here are five occasions when it could be worth it.
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What Is Investment Risk? And How to Manage It

What Is Investment Risk? And How to Manage It

Risk is defined as the potential for uncontrolled loss of something of value. The biggest investment risk is one you might not have even considered: you.
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Thinking of Joining the 5am Club? Read This First

Thinking of Joining the 5am Club? Read This First

Here’s why successful people rise early, and why you should consider it!
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What We Can All Learn From Billionaires Right Now

What We Can All Learn From Billionaires Right Now

How you might be able copy the current moves of the wealthiest people in the world.
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What the Monetary Policy Statement Means for NZ

What the Monetary Policy Statement Means for NZ

Stop worrying about things like monetary policy and focus on what you can control, these top nine financial opportunities
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What to Do with a Windfall: Bonus, Lotto or Inheritance

What to Do with a Windfall: Bonus, Lotto or Inheritance

Seven steps to follow if you find yourself with a jackpot, bonanza or other lump sum
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Mortgage Holiday Extensions: Should You Take One?

Mortgage Holiday Extensions: Should You Take One?

Mortgage holidays are likely to be extended, but should you take the offer?
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High‑Income Skills That Boost Your Earning Power

High‑Income Skills That Boost Your Earning Power

Boost your earning power with these 21 high income skills you can learn without a degree
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LVR Restrictions Removed: What It Means for You

LVR Restrictions Removed: What It Means for You

Understand LVRs, and how LVR changes impact borrowers, investors, and the housing market
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