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The property we brought three years ago, needed some modernisation and so we went about the process of getting quotes etc.
We wanted to try and support locally owned and operated businesses. This a great in theory but can pose some challenges in practice.
Financial Wellbeing means different things to each of us.
It can be as simple as your ability to manage your money. And isn’t necessarily dependant on the amount of money you have.
For me it is more than just being able to pay your bills.
Most people save what’s left at the end of the month - if there’s anything left at all.
But what if you flipped that habit on its head?
Can Coffee and a Mortgage Coexist?
For many, a daily takeaway coffee is a simple pleasure—a small ritual that jumpstarts the day. But when considering mortgage affordability, a common question arises: Do small lifestyle expenses, like coffee, really stand in the way of homeownership? The short answer is No, but financial awareness is key.
As a financial adviser in New Zealand, I often see business owners overlook the critical aspect of shareholder protection. This form of insurance is designed to safeguard your business if a shareholder becomes critically ill, disabled, or passes away.
Financial Wellbeing means different things to each of us.
It can be as simple as your ability to manage your money. And isn’t necessarily dependant on the amount of money you have.
For me it is more than just being able to pay your bills.
For many people, going into the new year meant making clear goals and determinations to change things and do better. I have had many sessions with people already this year wanting to get better with money.
The challenge with resolutions is they are made in a moment of excitement, and that excitement cannot be maintained indefinitely.
Some of you will have already done your Christmas shopping, booked your flights and accommodation, or generally organised yourselves for the holidays.
To those that have, I commend you!
It is clear that to a certain extent, it depends on your up-bringing.
As a financial adviser, I often talk about the importance of planning for the future, managing investments, and saving for retirement. But today, I want to discuss something equally crucial: your health. November is Men’s Health Awareness Month, also known as Movember, and it’s the perfect time to get caught with your pants down – metaphorically speaking – and take a good look at your health.
We often get asked about what advice is for and its value. Advice is for many things, but it all comes down to making sense of Life’s defining moments.
It may be difficult to see how this applies so here are some ideas.
Retirement planning in New Zealand requires more than just relying on NZ Superannuation. With inflation, rising living costs and varying lifestyle preferences, retirees need to consider their financial resources and future goals. Here’s a breakdown of retirement expenses, financial strategies, and how to prepare for this stage of life.