As a financial planner, I've seen firsthand the transformative power of a well-crafted financial plan.

A NZ financial adviser can help you achieve financial stability, acting as a friendly guide to help you understand your opportunities.

Embarking on the necessary journey of retirement planning is akin to setting sail on uncharted waters.

When it comes to financial management, decisions can have lasting implications for the better or worse. So, the role of a top Auckland financial adviser is more critical than ever.

In the intricate world of personal finance, navigating the complexities of investments, savings and wealth management can be daunting and stressful.

The Financial Markets Authority (FMA), conducts an annual Survey into the level of confidence New Zealanders have about financial markets. 

 The latest survey indicates that New Zealanders are not well informed about one of the world’s largest financial markets – the bond market. This is despite the fact the size of the worldwide bond market (total debt outstanding) at 2017, was estimated by the Securities Industry and Financial Markets Association (SIFMA) to be US$100 trillion. By contrast the worldwide share market was estimated at US$85.3 trillion.

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