Tag Archives: money

For some, older age is an opportunity to cash in their chips and do everything they’ve ever wanted, using all the money they’ve saved in the process. Others, for example, see money as something that transfers across generations, and they will want to leave a little (or a lot) for their whānau to use in the future.

One resource that is particularly is the Four Rules of Thumb, created by the Retirement Income Interest Group of the New Zealand Society of Actuaries. It lays out four rules that can be used to determine how you could spend your retirement savings, accounting for the differences in people’s situations

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 …

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.

Thank you to all those who entered our lucky draw to win a copy of Martin Hawes’ latest edition of his best-selling book, Family Trusts: The must-have New Zealand guide. Martin’s new book considers trusts in the light of the new Trusts Act, which comes into force on January 30, …

Common sense and a healthy amount of scepticism can keep you safe from those who want to rip you off. If an offer seems too good to be true, then it probably is. In the same way that being fearful of others can lead older people to isolate in their …

Do you know what the role of NZ Super is? Is what many still call ‘the pension’ there to ensure dignity in old age? Is it there to provide a basic standard of living? Or is it a reward for working hard and paying taxes? If you can’t decide, you …

Research by the Financial Services Council suggests that a New Zealand financial advisor is worth the impressive sum of $1.5 million over 25 years to every person they assist. If you haven’t already received the backing of an advisor, what better time than now? The Financial Markets Authority has developed …

The typical Kiwi family of a heterosexual married couple and two or three children is no longer the norm. In his new book, The New New Zealand, Professor Paul Spoonley of Massey University looks at how our families have changed. These trends include: Increased divorce rates. More single parents. Same-sex …