Home / Tag Archives: financial advice

Tag Archives: financial advice

Looking after your finances – When should you get professional help?

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 …

Read More »

Why you need an emergency fund

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 …

Read More »

Five financial mistakes to avoid in your 60s

Regardless of your earlier financial choices, the financial decisions you make in your 60s will have a profound effect on the rest of your life. Our financial advisers, including me, are in a great position to see those who make some excellent decisions at this critical phase of life. Unfortunately, …

Read More »