Sustainable investing is becoming increasingly popular with more and more Kiwi’s showing their interest in the environmental, social and human capital impacts of the funds they are investing in. Due to this demand several funds have sprung up that are labelled...
Recently we helped Helen*, aged 61, review her current insurance policies. Helen has had Trauma cover since 2002 and as part of our standard process we explained her policy back to her so she could more easily understand what she was covered for. During this...
In November we were granted our Transitional Financial Advice Provider Licence. This licence is an important milestone and is required as part of new legislation that is coming in to practice from March 2021. This legislation aims to improve access to high quality...
If you ask New Zealanders about their experiences during the COVID-19 lockdown(s), you’ll get a wide range of responses. Stress and worries about family, jobs and the economy, not to mention the virus itself and the implications for the world in general. There’s no...