Our Thoughts
10 Free (or Nearly Free) Adventures to Try This Summer in New Zealand
Summer in New Zealand is all about sunshine, good company, and making memories - and the best part is, you don’t need a big budget to enjoy it…
Summer Planning: Relax, Recharge, and Refocus for 2026
As the year winds down and the New Zealand summer stretches out before us, it’s time to take a deep breath, feel the sun on your skin, and enjoy the slower pace that comes with long, warm days…
A Year-End Financial Checklist for Peace of Mind
As the year wraps up (can you believe it!?!), most of us are busy planning for the holidays, family, and planning for the new year…
How to Talk Money With Your Family
Money can be one of the hardest things to talk about - even with the people we love most…
How to Protect Your Family Without Breaking the Bank
In today’s world, we all want to make sure our families are safe and financially secure - but many people assume that proper protection has to come with a big price tag…
Personal Insurance: Banks vs Advisers - What You Need to Know
When it comes to protecting yourself and your family, personal insurance is one of the most important decisions you can make…
Why a Will Isn’t Just for the Wealthy
When people think about writing a Will, they often picture something reserved for the wealthy - people with big homes, investment portfolios, or complex estates…
Insurance Myths That Could Cost You
Insurance is one of those things many of us know we should have, but don’t always fully understand or put high on the priority list…
Insurance Jargon Busted: Plain English for Real People
Let’s be honest - insurance can feel like a foreign language. Between “premiums”, “exclusions”, “underwriting” and “beneficiaries”, it’s no wonder many people feel overwhelmed or confused when reading their policy documents.
The Real Cost of Doing Nothing
When life is busy, it’s easy to put financial planning in the “someday” basket. After all, sorting insurance, KiwiSaver or updating your Will doesn’t exactly compete with more urgent day-to-day tasks.
Spring Clean Your Life: Freshen Up Your Home, Wardrobe — and Finances
Spring has officially arrived — the flowers are blooming, the days are getting warmer, and for many of us, it’s the perfect time to press “reset.”..
Understanding the Basics of KiwiSaver
KiwiSaver is one of the most powerful tools New Zealanders have for building long-term financial security — but many people still don’t fully understand how it works.
Creating a Budget That Works
Tips for Financial Success
A budget isn’t just a spreadsheet — it’s a plan for how you want your money to work for you…
Insurance and Peace of Mind
How Coverage Can Safeguard Your Family’s Future
Life is full of unknowns — and while we can’t predict the future, we can prepare for it…
Planning for the Unexpected
Why Everyone Should Have a Will Regardless of Age or Wealth
Most of us don’t like to think about what would happen if we passed away unexpectedly…
Emergency Funds: Why They Matter and How to Build One
Life has a way of throwing us curveballs — unexpected car repairs, medical bills, or even sudden job loss…
How to Choose the Right Insurance Policy for Your Stage in Life
Your insurance needs aren’t static — they grow and change as you move through different stages of life…
The Importance of Regularly Reviewing Your Insurance Policies
Life is constantly changing — and so are your insurance needs. The cover you put in place a few years ago may no longer match your current lifestyle, income, or family situation…
What Are the Odds You Will Claim?
How likely are you to need personal insurance in your lifetime?
Spoiler: It's probably higher than you think…
Supporting Your Family If You’re No Longer Around
Life is unpredictable, and while we often plan for our day-to-day needs, it’s just as important to prepare for life’s unexpected turns…
