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    Articles
    Markets are future-oriented: What does it mean for you?
    24 August 2023

    Have you ever wondered why, sometimes, it can seem that share performance is at odds with what’s happening in the real world? It’s because the...

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    Articles
    How to navigate the claims process
    24 August 2023

    What actually happens when you need to make an insurance claim?

    Fortunately, for most people, it’s not something they do too often...

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    Articles
    The benefits of a phased retirement
    24 August 2023

    Retirement – it doesn’t have to be an all-or-nothing sort of thing. In fact, in certain circumstances, a staged transition (where you retire i...

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    Articles
    Using insurance to protect your big life financial goals
    05 July 2023

    Insurance can help at many stages of life. Whether you’re just starting out, or are well established financially, it can play an important role ...

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    Articles
    The benefits of global diversification in an interconnected world
    05 July 2023

    Diversification of investment doesn’t have to mean just spreading your money across a number of asset classes. Geographical diversification can ...

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    Articles
    What does your mortgage have to do with retirement?
    05 July 2023

    For many of us, our home is our biggest financial asset.

    And when it comes to getting ready for retirement, paying off the mortgage on t...

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    Articles
    Like to invest responsibly with your KiwiSaver?
    05 July 2023

    When it comes to making decisions about KiwiSaver investments, most people are familiar with the need to choose a fund that fits their risk profil...

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    Articles
    What to look for in your insurance adviser
    23 June 2023

    When it comes to finding the right financial protection for your needs, working with an insurance adviser – one who understands your needs and g...

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    Articles
    What influences your risk profile?
    23 June 2023

    You might have heard people talk about investors’ “risk profile”. But what does it mean, and what determines what your risk profile actually...

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    Articles
    What’s the investment style of your fund manager?
    23 June 2023

    How well do you know your fund manager? As part of your investment planning, you may have selected at least one fund manager – and potentially s...

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