When was the last time you reviewed your insurance and investment portfolios? If it’s been more than 12 months; how do you know that they are still fit for purpose and meets your needs?

As we navigate rising living costs, market volatility, and global uncertainty, both the financial and insurance industries are evolving to meet changing consumer needs.

Learn how Kiwis are managing money, investing, and protecting their futures.

If you’ve ever worked with a financial adviser, you might have been surprised by the amount of paperwork involved. From detailed questionnaires to signed disclosures and reports, the process can feel overwhelming. But there’s a good reason for all this documentation — and it’s designed to protect you.

Why use a Financial Planner?

There are many reasons why people choose to work with a financial planner.  The benefits often outweigh the cost, particularly for individuals who lack the time, knowledge, or inclination to manage their finances effectively on their own.  Here are some key reasons:

Budget 2025 makes changes to KiwiSaver to encourage Kiwis to save more for their first home and retirement and to ensure the scheme remains fiscally sustainable into the future.

Investing, much like riding a roller coaster, involves navigating inevitable ups and downs. Whether you're involved in stocks, bonds, real estate, or other assets, these universal strategies can help you make informed decisions and manage your investments effectively: