The Power of a Group – Ben’s Story

While you are all no doubt familiar with the Kepler Group financial adviser that you work with, you may not even realise how the wider power of Kepler Group provides security to all our clients. The boutique nature of our businesses was highlighted in recent surveys,...

The Adviser Learning Curve

We have all heard the old adage ‘that nothing is as constant as change’. The world of insurance and investment advice is no exception, so how do you, as a client, know that your adviser is constantly improving their skills and knowledge? As Authorised Financial...

Asset and Estate planning snippets

The following are common issues or snippets that we notice in conversation with clients and other professionals. We wanted to share these with you so you, or your family, can avoid some potential pitfalls. • Property in a trust – is the insurance cover for the...

Why Life’s Better with a Financial Plan

As valued clients, you are no doubt familiar with our role in providing insurance or investment advice, but the following article from the Institute of Financial Advisers explains why a financial plan can be so much more. Please feel free to pass this on to any family...

Women in transition

You may have juggled a zillion family responsibilities both in and out of the house but chances are your partner handled the finances, or dealt with advisers such as the accountant or lawyer. After a divorce or the death of your partner, you may not be prepared to...

The Real Cost of Borrowing

This is Money Week and in-keeping with the theme this year we talk about making good choices about managing debt. Betty and Jim need to buy a new fridge costing $1,795, and have little savings except they are both over 65 and can access their KiwiSaver funds. The...
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