Financial planning

Estate planning - more than just a Will

Protect what’s important to you by planning ahead. Make sure your loved ones are taken care of, and your assets are distributed how you want, if something were to happen to you.

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Buying your first home

How much do you really have for a first home deposit? When you combine your In-Tandem savings, your KiwiSaver savings (if applicable)

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Reviewing your Scheme investments

The appropriate fund for you can be influenced more by your personal circumstances than how investment markets themselves are performing.

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Financial independence

Here are some thoughts and tips on being financially independent.

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