Financial planning

Financial wellbeing resources

Financial wellbeing refers to how well someone can meet their current and future financial needs.

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Financial Tools for 2023

Retirement savings are important for the future as it is always good to have a pool of funds in case of an uncalled-for event like a health condition or expenses related to your house or car.

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Pre-retirement tips

What are your retirement goals? The concept of retirement means different things to different people. Whether it is the opportunity to travel, spend time with family, to start a new project,

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Why you need a will

Protect what’s important to you by planning ahead. Make sure your loved ones are taken care of, and your assets are distributed the way you want, if something were to happen to you.

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Saving the future–now or later mindset?

Planning for a longer retirement is becoming increasingly important as life expectancy increases around the world.

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Checking their retirement savings

Many New Zealanders spend longer choosing a movie to watch than checking their retirement savings, reveals the Financial Markets Authority.

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