KiwiSaver – The first 10 years

From a fledgling scheme in 2007, the brainchild of Sir Michael Cullen has grown to accommodate 2.8 million members. When launched on July 2, 2007, no one expected the scheme to be as popular as it has been. KiwiSaver was dreamed up by Sir Michael while on his summer...

How much is enough?

When saving for a goal it makes sense to have a target to aim for, whether buying a car, TV or even a house. Why is it then that we bury our heads in the sand when we come to saving for the stage in our lives when we want financial freedom and the chance to live a...

Wills

Less than 50% of adult New Zealanders have a valid will. Based on those statistics it is a fair bet that even if you have this aspect of estate planning sorted, you will have friends or family who are not so well organised. “What, you say, does that have to do...

KiwiSaver – the four basics

While KiwiSaver has been with us now for ten years it remains that many New Zealanders are not making the most of the scheme. These four basic steps are a good start to grow your retirement savings. 1. Join – it goes without saying, for most New Zealanders the...

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...
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