3 tips on how to ensure your property investment strategy is fit for purpose amid changing regulations
If you’re an aspiring or current property investor, 2021 has been a year of upheaval, with regulatory changes coming at you thick and fast. Tax changes, tenancy changes, lending changes – there’s a bit to get your head around! So, does that signal the end of property as a wealth creation tool? No – but […]
Get your KiwiSaver account on-track for first home success
If you are looking to buy your first home, you are probably aware that you can use your KiwiSaver funds towards the deposit. AdviceFirst adviser Casey Woolridge shares three simple things you can do to help give your KiwiSaver money a boost and reach your first home goals faster. 1 – Check you are in […]
What’s driving sustainable investment returns?
Sustainable investing involves thinking about both the financial returns AND the social and environmental impact of investment decisions. While there are subtle differences between each provider, the overall aim of sustainable investment funds is to deliver competitive returns, better value for money and contribute positively to important issues such as climate change. Here are three […]
Clarity at Last – How Taxation of Property Investment is Changing
If you’re invested in property, or are considering investing in property, chances are you’ve been wondering how exactly the changes to property investment taxation announced by the Government earlier this year might affect your decisions. When the changes were announced back in March, they lacked a lot of detail and left everyone with a lot […]
Why is My Insurance More Expensive Than My Friends?
Even if your friend is close to you in age and physical circumstances, your insurance premiums might be very different. AdviceFirst adviser, George Allbury explains how premiums are calculated and what factors can cause your insurance premiums to be more expensive than your friends. Premiums are how an insurance company finances your coverage, from […]
Five things to do as you build your investment portfolio
Investment can seem like a scary proposition, but it can be quite simple once you know the basics. In fact, if you have a KiwiSaver account then you’re already an investor. So, what can you do next to build that investment portfolio? AdviceFirst adviser Wendy Chen shares five points to consider. Have goals in mind […]
What is Policy Ownership?
The ownership of a life insurance policy may seem like a straightforward matter, but there are actually several different types of policy ownership. Each policy ownership has its own risks and benefits, whichever one your policy falls under, your insurer needs to follow the associated laws. Changes in policy ownership are possible, but there is […]
Turning Lockdown Spending Gains into Long-Term Financial Wins
If your income has been uninterrupted during lockdown, you might think – I’m better off after lockdown, I haven’t spent any money for a month! That does give you a head start – but not only is there a high chance that you’ll be racing out to do a catch-up spend as soon as you […]
Why do insurance premiums go up?
Insurance plays a big part in protecting the lifestyle, people and possessions we care about; sometimes it can be confusing to see the price of our insurance premiums fluctuate.
A closer look at sustainable investing
It involves thinking not just about financial returns but the social and environmental impact of investment decisions.
