Topic · Page 2
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.
Financial Advice · 5 May 2026
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 bef…
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Financial Advice · 4 Feb 2025
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 an…
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Financial Advice · 18 Mar 2026
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 happen…
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Financial Advice · 4 Mar 2026
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…
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