For those of us still in paid employment or are self-employed, our largest asset is often our future income. Our financial security, and that of our families, is dependent on one single factor, our income. Take that away and our ability to pay for all the things we...
Our one hour seminar covers a range of topics to enable you to: Improve your overall current financial position Identify specific areas you need to review Increase your knowledge of finance matters We have designed a checklist based on three broad life stages: 20’s...
Withdrawing Retirement Savings Dave and Sue are both 65 and considering retiring. They are not sure whether the $500,000 they have between super funds and bank term deposits will be enough. They have been reading a recent guide to help New Zealanders understand how to...
Helping the kids….. Since our last article Bob and Linda’s daughter has become engaged; an exciting time in their lives. The happy couple intend to get married in 12 months’ time so Bob and Linda are now finding out that the cost of weddings is around $30,000....
The key ingredients that make it more likely you can relax and enjoy your life after work have been revealed in an FMA survey of older New Zealanders. The FMA commissioned Colmar Brunton to survey New Zealanders aged between 60 and 74 years, to find out their...
Understanding Returns and Gains In our last article Bob and Linda were trying to decide about buying a property for retirement in Central Otago in 7 to 10 years’ time. Weighing everything up it seemed to make sense to wait and buy nearer retirement time as the cycle...
