Financial Planning Articles

Learn about investing, financial freedom and planning for your future. Reach your financial goals.
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Charlotte Charlotte

KiwiSaver: More Than Just a Savings Account - Why Advice Matters

KiwiSaver. You hear about it all the time - at work, in ads, maybe even at a BBQ when someone’s bragging about their balance. But here’s the thing: KiwiSaver isn’t just a set-and-forget savings account. It’s a powerful tool that could make a huge difference in your future - IF you’re making the right choices.

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Charlotte Charlotte

Navigating the New Year

As we step into the New Year, it's a time of reflection and resolution. For many, this includes taking a closer look at financial goals and investment strategies. Whether you're a seasoned investor or just starting, it's crucial to remember that successful investing often requires patience and discipline, especially in the face of market volatility.

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Charlotte Charlotte

Men's Health: The Importance of Regular Check-Ups and Life Insurance

Men often downplay symptoms, focus on work, and adopt the classic ‘she’ll be right’ Kiwi attitude - but putting health on the back burner can have serious consequences.

Taking care of your health isn’t just about you - it’s about your family, future, and legacy. Read our blog to find out why regular check-ups matter, how they connect to life insurance, and practical ways to prioritise your well-being.

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Charlotte Charlotte

The Power of Planning

The Power of Planning: How Financial Goals Create Purpose and Direction. How setting financial goals creates a roadmap for your financial future.

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