Tag Archives: financial advice

Joseph Darby, Financial Adviser at Milestone Direct, tackles the tricky topic of whether to spend or save an inheritance. Spoiler: his opinion is to spend it – and here’s why.

This week is Sorted Money Week – an annual campaign aimed at raising New Zealanders’ financial capability by demystifying key money topics and providing open channels for discussion on a subject matter that is often seen as taboo. Sorted believe that financial wellbeing is a taonga/treasure that needs nurturing; for …

The best road to long-term wealth is to invest wisely and hold those investments for as long as possible.

People are being urged to check, double check and triple check any lending agreements they’re co-signing for whānau or friends, as tighter lending controls for Aotearoa near. The Credit Contracts and Consumer Finance Act (CCCFA) comes into force on 1 October 2021. This will bring a new level of scrutiny …

Last week, Joseph Darby, CEO and Financial Adviser at Milestone Direct Limited, shared tips to saving money during the winter months. In the final article of his two-part series, Joseph provides more helpful penny-pinching advice to help you through the cooler months.   Lower the water cylinder setting The water …

Joseph Darby, CEO and Financial Adviser at Milestone Direct Limited, shares some tips to help you save money this winter in the first of a two-part series.

A wise man once said: ‘the only constant in life is change’. Of course, a part of change is uncertainty. While you may not be able to prevent yourself from all forms of uncertainty, you can surely prepare well in advance for any kind of financial uncertainty that may occur …

Whether you’re just starting out as an adult, or are already financially secure, you’ve probably heard your fair share of unwanted and unsolicited financial advice. In case you haven’t already learned it, the wealthier you get, the more interesting that advice can become! Some financial tips and advice can function …

The financial world is increasingly complex and as we age we will come across new situations that we may not be ready for, including: changes to how we access our money; where it’s held and how we can use it; changing technology; emerging financial concepts and yet to be identified …

Most financial experts say that you should have at least three to six months of living expenses kept as a readily accessible emergency fund. In spite of this, a recent study completed by BNZ showed that 41% of New Zealanders live from pay day to pay day, that is, basically …