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Financial Success Group

Since we’re all about arming you with as much information as you need, we thought here would be the perfect place to compile it – a sort of financial treasure trove, if you will!
A question for you

This is my personalised plate and when I’m stopped at an intersection, I always get smiles from strangers once they’ve worked it out. Have you got it? Because I would like to ask you that question… Which is: Why be at work? Have you thought about this...

With a little help from my friends

Having just enjoyed a summer break and time with family and friends, it dawned on me how often -over a coffee, or around the BBQ or dining table – we ask for help. My holiday experiences reinforced the fact that when we think about calling on...

A time to reflect on the year that was 2012

I am not sure if it’s an age-related issue, but each year seems to go by faster and 2012 has certainty done that for me. Perhaps it’s because, I have just had another birthday and the numbers are telling me I am getting closer to...

Holidays & budgeting: a match made in money heaven

At this time of the year, it is so easy to spend more than we earn as we prepare for the festive season and look to bring cheer to our loved ones. This brings to mind the words of a famous poet - "To budget, or...

Remove the roadblocks to your financial success

A common theme I am hearing from clients is that one of the biggest road blocks to creating their definition of ‘financial success’ is the ever increasing cost of living; with petrol price increases, new Auckland City rate demands and water charges to name just...

Don’t take your future finances for granted

When the Beatles formed as a rock band in Liverpool in 1960, the last thing on our mind was the thought of getting old, the need to plan for retirement, or the sort of lifestyle we would be living now. Likewise, it’s doubtful that we...

Is the convenience of technology worth the cost?

I was recalling recently the introduction of colour television in my household, and the excitement of watching the Christchurch Commonwealth Games in 1974 – in colour! (I know that I’m showing my age by admitting to this!) It’s interesting though how time has changed since then...

The importance of trauma cover

Over the Easter weekend, it’d be fair to say that I indulged and I don’t think I was alone in that. Easter is such a fabulous time with chocolate treats and warm hot cross buns that, of course, I wanted to partake. In hindsight, as...

Kiwisaver changes and what they’ll mean for you

Well, it feels like the official end of Summer now as we farewell the longer days and put our clocks back at the end of this month to pre-daylight saving time. With this also comes another change though. As of April 1, the 2nd 2011 budget...