Scams

Scams

Protecting yourself in a digital world   On more than one occasion in the past quarter I have read many articles about the latest scams doing the rounds. We have included an Alert from the FMA around a scam circulating at the moment. The next article is around the...
Who should have an enduring power of attorney?

Who should have an enduring power of attorney?

Over the past year we have featured numerous articles about getting your legal matters lined up properly. In November 2022 Katrina Shanks wrote this article which illustrates clearly the benefit of planning early. Katrina Shanks is the CEO of Financial Advice New...
Money & relationships

Money & relationships

Over 50% of Kiwis would rather talk about politics, sex, and drugs than talk about money Over the years we have come across many situations where couples have different attitudes towards money. Sometimes these differences create a lot of tension in the relationship,...
Love, heartbreak and death…

Love, heartbreak and death…

Simpson Western recently produced this article which will help answer many of your questions about things to consider in the event of a relationship break up. Many people who have endured a relationship break up know it can be exhausting – mentally, emotionally,...

Navigating the inevitable

Your to-do list before and after losing a loved one Losing a parent is one of the most difficult things to deal with, especially if they are the last parent and meant the world to you. I can talk about this experience first-hand – recently I lost my mum. It can be...