Life Insurance
The Real Cost of Heart Disease: Why Financial Protection Matters
Heart disease remains New Zealand’s single biggest killer. According to a recent AIA claims report, $93.5 million was paid out
May 29, 2026
A structure that makes sense
Interest Rates
A smart structure can help you get mortgage free faster, safely. We can help you understand how best to leverage the features of home loan products.
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Buying a Home
Interest rates and house prices – gaining clarity on the key fundamentals
Up Down Much like the ebb and flow of our key waterways, the interest rate and housing market landscape remains
May 29, 2026
Investment Property
Investing for wealth – Should property still be in the mix?
The Equity build – Is it the right move? Property investment has costs and risks. But is it still worth
May 29, 2026
Investment Property
KiwiSaver 2026: How Fund Type and Contribution Amount Could Mean the Difference Between $392 and $865 Per Week in Retirement
Hamish Patel and Sandy recently sat down to dig into the new KiwiSaver changes and crunch some numbers that might
April 29, 2026
Interest Rates
Light at the end of the stagflation tunnel?
Hamish Patel (mortgage adviser) and Darcy Ungaro (investment adviser) discussed the future of stagflation. How will the central bank react
April 28, 2026
Buying a Home
Moving your mortgage to a bigger home – the best approach
We had a client looking to move a bigger home. They wanted to buy before they sold and they did
April 28, 2026
Interest Rates
Now what? Will oil and interest rates only head one way?
Staring at what seemed like a cloudy horizon, I made two calls:I contacted an EV car dealer, trading in my
March 31, 2026
Buying a Home
Can you be clean ethical and make money?
Can you have your cake and eat it too? I have been a little cynical and thought profit and being
March 31, 2026
Investment Property
Starting a build project safely means checking out the builder
The building dream Imagine building your home to the point of an empty shell when a large event shuts down
March 31, 2026
Interest Rates
Is the NZ housing market finally making a move? Key takeaways from the latest REINZ stats
For the past year (or more), the market has felt flat. The latest REINZ January vs last January comparison suggests
February 27, 2026