Announcements

Protect Your Online Presence

Cyber Smart Week is a yearly event that highlights the significance of online security and motivates New Zealanders to take proactive measures.

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Will and Estate Planning

Having an up-to-date Will is an important part of planning for the future. It is a legal document that specifies who will inherit your assets or estate after you pass away.

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Compound interest

Compound interest is an important concept in the financial world. It means that you earn interest not only on your principal amount but also on the interest earned from the principal amount.

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Investment

Market Indicators – 31 July 2024

July was a significant month for markets, as the all-time highs we've seen throughout 2024 came to an end.

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Market Indicators – 30 June 2024

In June, global equities continued to rise. This was due to strong corporate earnings and progress in controlling inflation.

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Market Indicators – 31 May 2024

In May, strong corporate earnings and positive economic data contributed to the rise of both equities and fixed income investments.

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Retirement

Pre-retirement Tips

What are your retirement goals? The concept of retirement means different things to different people. Whether it is the opportunity to travel, spend time with family, to start a new project,

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Things to think about before you retire

The concept of retirement means different things to different people.

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Saving for the future

Planning for a longer retirement is becoming increasingly important as life expectancy increases around the world.

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Newsletter

Newsletter – June 2024

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Newsletter - March 2024

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Newsletter - November 2023

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Our People

Consider the bigger picture

Craig Taylor has been a teacher for 30+ years. He is currently a classroom teacher and has previously been a year 7-8 lead teacher and a team leader for the 7-9 cohort.

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Behind the Scenes helpline interview

Behind the scenes interview with Ashik Kurien

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