The Advice Hub

07/06/2023

Do you live in Taranaki?

🏡🌈 Thinking about retirement and the future can be both exciting and overwhelming. You've worked hard, and now it's time for the next chapter. But what about the home that's been part of your life for years? Downsizing could be your answer!

Join us for our "Downsizing for Retirement" event. We'll walk you through the benefits of downsizing, how it can free up finances, and simplify your life. Learn from experts in the field, who'll share tips and insights on making this transition as seamless as possible.

Let us help you make an informed decision about the next phase of your life. Register today for this eye-opening event, and start your journey towards a more comfortable, manageable, and fulfilling retirement! 💼✨

Get your tickets by clicking on the link below

Downsizing your property for retirement? Join our event and learn valuable strategies to maximise financial benefit. Register now!

23/11/2022

Today we saw the largest official cash rate increase since the rate was introduced in 1999. If you are concerned about where your mortgage rates are going, we may be able to help. Text Mortgage to 8079 to chat with one of our mortgage specialists!

14/09/2022

Click below to see details on our free seminar that we are hosting on Making the Leap to Home Ownership if your a first home buyer this event is not to be missed.

29/09/2022 - from 6:30pm
Te Puke ō Tara Community Centre
20 Newbury Street, Auckland

Be in quick spaces are limited
Click the link below to Register now via Eventbrite!

Hosted by Alexander Cafe, join Keely Wickins - Mortgage Adviser on how to make the leap to home ownership as a first home buyer!

14/09/2022

Click below to see details on our free seminar that we are hosting on building Foundations of Financial Freedom.
28/09/2022 - from 6:00pm
The Crate - Flexible Office Space 28 Constellation Drive, Auckland

Be in quick spaces are limited

Click the link below to Register now via Eventbrite!

Are you concerned about your financial future? Do you want to take control of your finances but don't know where to start?

12/09/2022

Click below to see details on our free seminar that we are hosting on taking the next step in your property ownership journey.

29/09/2022 - Remuera Rackets Club from 6:30pm

So you’ve got your first foot in the door of the property world, but the question now becomes “Where to next?”.

31/08/2022

Investment Basics Workshop
Cost: Free
Time: 5:30 - 6:30
Date: Tuesday 27th Sept
Location: Taranaki Chamber of Commerce - 42 Egmont St
Teams Link Available

Investment Basics
- Reducing Risks
- How to Choose Financial Products
- Independent Economic Research
- Find trusted independent advice
- How do I get started?
- Do better with what you have.
- Steps to follow to get proven results.

To RSVP hit the learn more button for info

23/06/2022

Start your financial future today 💪🏼

20/06/2022

INCOME PROTECTION | Income cover provides a financial safety net should you be disabled as a result of sickness or injury, and unable to earn your regular income. The monthly benefit is designed to replace a significant portion of lost income to help maintain your usual lifestyle during treatment and recovery.

22/04/2022

Health Insurance provides the funding to enable you to have private medical treatment whenever you require more immediate access or a broader range of treatment options than what is available to you through the public health system.

12/04/2022

Personal Insurance covers several types of insurance, Total Permanent Disability, Trauma, Income Protection, and Health Insurance.

Personal Insurance should be tailored to you and your situation. You don’t want to be under-insured with not enough cover if the worst should happen, but you also don’t want to be over-insured paying for products or cover you don’t require.

This is where seeing a financial adviser who specialises in personal insurance is key as they will be able to recommend the correct cover for you that fits within your budget.

05/04/2022

Great event meeting business owners in New Plymouth to talk about how to improve team culture, keep an eye out for future events….