Phone: (07) 929 4471
Phone: (07) 929 4471

Financial Advice

Saving for a rainy day ……

Money talks: You never know when you’ll need it

Find it hard to get motivated to save? You never know when you’re going to need it – this was a common theme among New Zealanders who recorded their best money tips on camera for us last Money Week. Read more …….


Are you ‘gonna’ get some financial advice?

Blair Vernon appeared on Paul Henry talking about how financial advice is among the most important you will get in your life.

Financial advice is among the most important you will get in your life. Crucial money decisions could help or hinder you now and in the future.

AMP advice and sales director Blair Vernon told the Paul Henry programme a lot of people opt not to seek financial advice due to “apathy”.


Tomorrow’s plan your family will thank you for ….

When it comes to money, many of us like to have things that are useful and valuable; a nice car to get around in, a home in a good street, a large TV to watch the game on or the latest smartphone and tablet… the list goes on.

We also see the value in protecting these things.


The importance of having a “Will”

Mortality isn’t something many of us like to consider too often at any stage of our lives.

But regardless of how old you are, having your personal affairs and plans in place in case the worst-case scenario strikes as just a smart idea.

So why is a will so important?

AMP advice and sales director Blair Vernon joined Paul Henry to tell him why.


FMA warns public to be wary …..

FMA warns public to be wary of misleading advertising promoting “risk-free, money-back investments”

Media Release
MR No. 2015 – 05
27 February 2015

The Financial Markets Authority (FMA) is warning people to beware of a company offering a risk-free, high-return investment programme.

The company trades as Eco Investments Group and the FMA warns anyone dealing with them to exercise extreme caution before obtaining any financial services, or acquiring any financial products.


Transferring your Aussie Super to KiwiSaver

An amendment has been made to Australian legislation regarding the transfer of funds from an Australian complying superannuation fund to a KiwiSaver scheme in New Zealand.

The amendment allows Australian providers to accept a New Zealand statutory declaration as proof of permanent emigration, whereas previously the requirements stated that an Australian statutory declaration was required. This change will make it a lot easier for you if you are wanting to Transfer to Kiwisaver.