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How You Can Plan for The Great Wealth Transfer

How You Can Plan for The Great Wealth Transfer

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...

How to Build Generational Wealth (and Keep It)

How to Build Generational Wealth (and Keep It)

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...

Introducing New Zealand’s New Bank: The Bank of Mum and Dad

Introducing New Zealand’s New Bank: The Bank of Mum and Dad

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...

Why It’s Expensive To Buy Cheap

Why It’s Expensive To Buy Cheap

Buying cheaply may not be the budget friendly choice you think it is. Is it worth spending more money in the long run? Making wise decisions about how you spend your money is vital. Talk to us today to see how we could help. https://vbit.ly/lpbj3a6 A disclosure...

How to Minimise Financial Risk

How to Minimise Financial Risk

Are you taking risks that could lead to financial disaster? There are a range of financial risks that might end up costing you a little—or a lot—of money. While we tend to think about bad financial decisions in terms of hasty investments and pyramid schemes, there are...

15 Retirement Challenges That Boomers Face

15 Retirement Challenges That Boomers Face

Think you’ve got your retirement savings sorted? Make sure you’re not making these errors that could make your retirement pretty grim. Boomers are the generation born from 1946 to 1964. They are a big proportion of NZ’s population, creating a big problem for...