Letting go of a home, an investment, or treasured belongings is rarely just a financial decision. Discover why we naturally place greater value on what we own, how the endowment effect influences our choices, and practical ways to balance emotions with sound financial planning.

KiwiSaver changes, new KiwiSaver rates.

Why use a financial adviser and what are common things people miss when planning for retirement.

Move over the Bank of Mum and Dad…

Budget impacts that may affect your financial decisions for 2024 and beyond.

Thank you Andrew Kelleher of Select Wealth for coming to speak at my client event evening. We received wonderful feedback and it will now be an annual event for my clients after such lovely feedback.

Why have things turned with the markets?

How does RWT tax affect my savings? Is there a better way?