Financial planning

Make 2021 The Year You Smash Your Financial Goals
Have you got some dreams, plans and financial ambition? 2021 is the year you will make it happen. Wave goodbye to 2020 and welcome in your best year yet. 2020 has been a tough year. It’s felt like a hard, long slog through a quagmire of one bad thing after another....

Your financial goals should be about fun and freedom, not savings and debt
When a financial planner asks you what your financial goals are, you know the answers; get rid of debt, pay off the mortgage, save for retirement. But these aren’t your actual goals. If you have ever sat down and planned out your finances, you’ll have some maths going...

Financial Planning To Manage Your Funds In Uncertainty
When nothing is ‘normal’, take control with a financial plan COVID-19 threw a spanner in the works for most Kiwis. Job losses, less income, no revenue for businesses, and still bills to pay and mouths to feed. But when nothing seems normal, financial planning lets you...