finery

If you’re thinking about taking out new insurance policies, or updating the ones you already have, you might have wondered: Should you get professional advice, or DIY it? There are several good reasons why using the help of an adviser can make all the difference when it comes to adequately protecting you and your loved …

Insurance: Should you go with an adviser, or DIY? Read More »

Buying a house can be an exciting time.  For most people, a big part of that process is working with a lender to determine what they can borrow. Having a pre-approval can streamline the house-buying process. Here’s what you need to know. What is a pre-approval, anyway?  A written pre-approval from a lender is confirmation …

What is a home loan pre-approval, and why does it matter? Read More »

Despite being generally financially confident, many New Zealanders do not have a full understanding of how insurance can fit into their financial lives, the Financial Services Council (FSC) says.  It has been looking at New Zealanders’ “perception gap” through its “Money and You” research. That refers to the fact that, although more than 80% of …

New Zealanders may be underestimating insurance value: FSC Read More »

House sellers seem to have decided now is the time to take action, the Real Estate Institute’s latest data shows. Its statistics for February show the number of new listings coming on to the market lifted more than 60% compared to January, and 44.8% compared to a year earlier, to 11,788.   That big increase …

Sellers flock to housing market Read More »

As we step into a new year, many of us set ambitious resolutions, and some of these goals might be the desire to achieve financial success. Whether it’s paying off debt, building an emergency fund, or diversifying your investments – reaching financial goals often requires planning and a strategic approach. So, let’s explore some practical …

Achieving financial success in 2024 Read More »

The new year is upon us, and for aspiring homeowners, 2024 could be the year you take the first step onto the ladder. As the property market continues to evolve, navigating the path to homeownership requires strategic planning and informed decision-making. This guide serves as a roadmap for first-time homebuyers in 2024, offering valuable insights …

Keys to homeownership in 2024 Read More »

While it’s ideal to start saving for retirement early, life doesn’t always go according to plan. Maybe you had to prioritise other financial goals, deal with unexpected expenses, or simply didn’t have retirement on your radar.  No matter the reason, it’s important to remember that starting late is still better than not starting at all. …

Saving for retirement? It’s never too late Read More »

As a new year looms, you may need a handy recap of the biggest news in property during 2023.  Overall, the housing market has remained subdued in most regions, but recent reports from real estate experts indicate that things are gaining traction again. Read on to learn more.  Why OCR increases halted (and what might …

2023: A year in property news Read More »

Many people associate the need for a mortgage adviser with the purchase of their first home. However, the value of professional mortgage advice extends beyond this initial buying experience.  Whether you’re considering upgrading to a larger property, downsizing to a smaller one, or expanding your investment portfolio, we can provide crucial guidance at every stage. …

Mortgage advice: Not just for first-home buyers Read More »

Every so often, insurance providers shed light on their claims data. This time, it was AIA’s turn. While AIA is among several insurers we work with, we believe their data offers valuable insights into the profound impact that life insurance can have on the lives of Kiwis. Read on to learn more.  Some key highlights …

How life and health insurance are helping Kiwis Read More »