Category: Financial Advisers

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Should we buy a house or grow our business?

Should we buy a house or grow our business?

Make the complex decision of buying your first home while considering business growth and maintaining lifestyle in New Zealand. [...]
First home

First home

When considering temporary residence in a multi-rental property, scrutinize local residency laws, disclose plans to lenders, and understand tax implic [...]
Transfer Investnow funds to Australia

Transfer Investnow funds to Australia

Moving to Australia permanently requires careful consideration of tax implications, currency choices, and investment platform compatibility. Seek prof [...]
Moving

Moving

For a move to central Auckland, conduct a thorough financial assessment, research the real estate market, monitor interest rates and government polici [...]
Anybody has any idea about the plan that I could have?

Anybody has any idea about the plan that I could have?

To achieve financial well-being, meticulously budget your combined $78,000-$86,000 income, prioritizing savings. Explore housing options with a $40,00 [...]
Foreign money advice

Foreign money advice

For Canadian in-laws acquiring property in New Zealand, choosing between direct ownership and a family trust entails legal and financial consideration [...]
Bank recommendation for small home loan

Bank recommendation for small home loan

Your husband's stable income as a sole trader ($110k/year) enhances your mortgage application, but potential lender concerns may arise. Consult a mort [...]
Savings account or investment fund? Looking for help with saving

Savings account or investment fund? Looking for help with saving

Choosing between a high-interest savings account and an investment fund for a three-year goal involves weighing stability against potential returns an [...]
I was late paying a couple of phone bills to One NZ and now they show up as missed payments on credit report

I was late paying a couple of phone bills to One NZ and now they show up as missed payments on credit report

Understanding One NZ's late payment policies is crucial. Regularly check your credit report for accuracy and dispute discrepancies promptly. Communica [...]
Kiwisaver guidance

Kiwisaver guidance

Starting KiwiSaver at 35 is feasible, but choose a provider with lower fees, consider a conservative investment approach for a home purchase in 3 year [...]
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