Financial advice
How financial advice works in New Zealand, what a licensed adviser does, how advisers are paid, and how to get the most out of a review of your cover and savings.
Supporting Aging Parents in NZ Without Wrecking Your Own Retirement
A practical 2026 guide for the sandwich generation: how the Residential Care Subsidy and asset testing work, why your parents need EPOAs before a crisis, the gifting rules, and how to help without derailing your own retirement.
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You've Received an Inheritance in NZ: What to Do With a Lump Sum in 2026
An inheritance is not taxed on receipt in NZ, but what you do with it matters. A clear 2026 plan for debt, mortgage, KiwiSaver, investing and keeping it separate.
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What to Do Financially When a Partner Dies in NZ: The First Steps for Money, KiwiSaver and Claims
A plain NZ adviser guide to the money side of losing a partner: what to do in the first 90 days, how to claim on life insurance, what happens to their KiwiSaver, who to notify, and the support available including the Funeral Grant and NZ Super.
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When Should You See a Financial Adviser in NZ? 12 Life Events That Trigger Advice (2026)
The 12 life events that should trigger a conversation with a financial adviser in NZ, what an adviser actually does, and when you can safely DIY.
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