COVID-19 has taught us that life doesn’t always go to plan. Certain situations or life events can change our plan at any time.
When it comes to expenditure, one way to plan for this is to take a look at your situation as a whole. Look at what is a “must have” and what is a “like to have”. It’s vital that we keep our “must haves” alive even in time of desperation but it’s the “like to haves” that are flexible.
Read MoreWith the recent move down to Level 1, we are all getting back into our normal routine and lockdown is starting to feel like a lifetime ago 🤔⏰
Read MoreDean is back this Friday and is encouraging you to take a high-level outlook on your life and your financial situation. Reflect on what you own, what you owe, and if we were to go through another uncertain time how would you be more prepared? 🤔💵
Read MoreIn this week’s video Dean talks about Financial Endurance and how important it is to stick to the original plan that you had set out.
Read MoreWe’ve seen many Kiwis changing their KiwiSaver funds because they are predicting a market crash.
It’s a great time just after lockdown to realise the effects the period had on our spending. Did you save more money? Did you spend more online?
Read MoreWe understand that as we are reaching the end (hopefully 🤞) of the Level 4 lockdown, many people are really feeling the impact on their mental health and financial wellbeing.
Read MoreDean is back with another handy admin task for you to complete in determining what your overall net worth position is - or as we like to call it your "scorecard"! 🤑
After spending a week in a nation-wide lockdown, Dean discusses how you can use this time wisely to better organise your life and finances!
Read MoreWe could all do with a bit of reassurance right now, so Dean's video this week on what to do with your KiwiSaver during difficult financial times is just what we need!
Read MoreTim and Blake sit down to discuss the importance of aligning your business income with your own personal income and needs. Planning your short term and long term goals for both is key to get the most out of your finances.
Read MoreJust a quick message to say that we're here for you through this tough and unknown time! Thankfully our expert advisers work remotely so are able to chat via the phone & online to help answer any questions you might have around your current financial situation!
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