by Sam Kodi | Jun 23, 2022 | Articles, Asset protection
Everyone in New Zealand is going to be affected by the Great Wealth Transfer. What is it, and what do you need to do to prepare for it? Boomers (born between 1946 and 1964) are 23% of NZ’s population, but if our figures are similar to the US, they own more than 50% of...
by Sam Kodi | Jun 3, 2022 | Articles, Financial planning, Mortgage
Do you want to set your children up, so they are financially secure, so that your future descendants have a great life? This is generational wealth. Generational wealth is when you receive and create funds and assets that are passed down the generations. It’s setting...
by Sam Kodi | May 30, 2022 | Articles, Financial planning, Income protection
What bank offers rock-bottom interest rates, the most flexible repayment terms, and 24/7 helplines, often with a free dinner? The Bank of Mum and Dad. As house prices continue to rise, the barriers to entering the housing market get higher too. How can people buy...
by Sam Kodi | May 26, 2022 | Articles, Financial planning
Teaching your teen about good money mind-sets and management is the easiest way to help them succeed (and not live at home forever!). People often lament that they were never taught how to manage their finances at school. No one teaches teenagers about how bad debt...
by Sam Kodi | Apr 29, 2022 | Articles, Business protection, Mortgage
What is better, a bank, or a mortgage broker? And, the most important question: which one will cost you more? A mortgage broker is the person who sits between you, and the bank. They are not lenders themselves, but instead act as a piggy-in-the-middle between you and...
by Sam Kodi | Apr 26, 2022 | Articles, Mortgage
You’ve got the deposit, you’ve found the house you want, but have you made your mortgage application perfect? Banks want to give you money. They really do. They make their money from interest, which you’ll be paying on your mortgage. But, before they give you a loan,...
