Financial decisions are rarely transactional. Whether it’s planning for retirement, investing money or arranging insurance, you need answers that are accurate, timely and importantly come from someone who understands your situation.
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Simply accumulating assets without a clear strategy can lead to gaps in growth, unnecessary risk, and missed opportunities.
A re-elected National Government would further increase default KiwiSaver contribution rates, forming the party’s first election pledge of the campaign.
Moving into a retirement village can be a great option to live out your later years. But with so many different options and decisions to make both personally and financially it’s important you have all the information to make the call.
The IFSO Scheme receives over 1,000 complaint enquiries a year about vehicle insurance. If you own a vehicle, it’s wise to have insurance. To make it more likely you’ll have insurance cover if you need it, start by checking your policy.
When we make financial decisions, we’re often balancing what we gain against what we give up. A helpful way to understand this is through a simple idea: marginal utility. And nothing explains it better than chocolate.
When it comes to saving for retirement, most people know two things: they want their money to grow, and they don’t want to pay too much in fees. Both are important, but here’s the key point: what really matters is your net investment performance — what you actually take home after fees.
Crypto can be appealing to a lot of people, but what are some of the things to consider before investing? It’s a high risk, speculative investment and prices can go up and down very quickly. You should be prepared to lose all your money invested.
Every month, developments are being consented in areas known to be prone to flooding. These decisions aren’t fixing the housing crisis and just might be setting up the next one.
Having an ACP in place can bring valuable peace of mind, for both you and your family. Think of it as a gift to your future self, and a relief to those you love. It’s about making your wishes known, so others aren’t left guessing.
Extreme weather events, rising insurance claims, and increasing disruption to communities are changing the way we think about property risk.
Research from Fidelity Life has shown New Zealanders are spending their earning years anxious about finances and making money missteps. New Zealanders aren’t taking advantage of the wealth of knowledge the advice community can offer and instead rely on a ‘she’ll be right’ approach to protecting and growing wealth.
When applying for insurance—whether it's life, health, or income protection—disclosure of pre-existing conditions is a crucial step in the process. Understanding how insurers view these conditions and the importance of full disclosure can help ensure your cover is both appropriate and secure.
Generate Investment Management has been awarded the prestigious Consumer NZ People’s Choice Award for KiwiSaver, finishing well ahead of its competitors.
The Government has announced several significant KiwiSaver reforms as part of Budget 2025 - here's what you need to know:
When planning for retirement, one of the most common questions people ask is, "How much money do I need?" The truth is, there is no universal answer. Retirement needs are deeply personal and vary based on lifestyle, health, location, and financial expectations.
When you need to make an insurance claim, following best practices can ensure a smooth process, helping you get thing sorted as quickly as possible.
Market volatility can be nerve-wracking. When prices swing wildly, it’s tempting to react impulsively - selling in panic when markets fall or chasing returns when they rise.
When it comes to industries, the investment industry is one of the more male-dominated around. Because of this, many people just assume that men are better investors. But what if this widely held belief isn't true?
E-bikes are increasingly popular and for many Kiwis they are a fantastic way to get around. But many e-bike owners may not have thought about insuring their new bike.