Beware A New Wave of Social Media Investment Scams
A big part of building a better financial future is protecting it. With scams on the rise across social media, now is a good time to sharpen your awareness and know how to spot the warning signs. The Financial Markets Authority (FMA) has issued an urgent warning about a surge in sophisticated investment scams that […]
Are You About to Make the Most Expensive Withdrawal of Your Life?
You’ve spent years building your KiwiSaver investment. You’ve watched it grow, ridden out a few bumps in the market, and now that you’ve reached 65+ you’re finally reaching the point where you can access it. But before you do anything… pause. Because withdrawing your entire KiwiSaver balance the moment you hit retirement could be the […]
Level Life Cover: Balancing Stability and Security
New Zealanders are living longer, but is their quality of life keeping pace? Average life expectancy for both men and women is now stretching into the 80s, increasing yearly, and is expected to reach an average of 85 by just 2038. However, while most of us celebrate the idea of a long life, increasing life […]
Empowering Your Financial Journey: A Spotlight on Andre de Almeida
Helping clients see their financial potential is a true point of pride here at AdviceFirst. As our business grows and evolves to serve your financial needs better, we love welcoming new people to our team of advisers. We’re delighted to introduce our most-recent addition, Andre de Almeida. Continue reading to learn more about Andre. […]
Meet the team – Willie Moala
Navigating the world of insurance isn’t always simple but searching for an appropriate policy that’s fit for purpose doesn’t need to be complicated. With the help of our advisers, you can be assured that what you’re getting works for your situation. If you’ve been wondering what it’s like to work with a Financial Adviser, we […]
Meet the team – Chantelle Neely
When you work with AdviceFirst for your insurance needs, you receive more than just advice. You receive support from a team of experts who can walk with you along your policy lifetime. We want to introduce you to one of our expert Case Managers, Chantelle Neely. Our case managers work tirelessly behind the scenes, […]
Setting yourself up for financial success
There’s nothing like the satisfaction of a fresh start at the beginning of a new year. Everyone approaches New Year’s resolutions differently; they might involve healthy eating, more exercise, or spending more time with the family, but how much thought have you given to your financial resolutions? Here are a handful of simple tips for […]
How to save on your insurance premiums
[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.17.3″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”-12px|||0px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.17.3″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] Personal insurances such as Life, Income and Trauma cover are some of the most important safety nets when you and your family are going through tough times. Nevertheless, during times of high […]
Reasons to consider personal insurance in your 50s
[et_pb_section admin_label=”section”] [et_pb_row admin_label=”row”] [et_pb_column type=”4_4″][et_pb_text admin_label=”Text”] By the time you turn 50, it’s possible you’re entering a period of your life with more financial freedom than ever before. Many in this stage of life could be close to saying goodbye to their mortgage, or already paid it off, and their children are possibly […]
How to make the most of your KiwiSaver investment
KiwiSaver is one of those things nestled away accumulating money without much thought. But could it be working harder for you? It’s a powerful tool that can play a significant part in your overarching wealth strategy. It’s deducted before you see it (if employed), is contributed to by your employer, includes free money from the […]
