Most of us have an idea of what we’d like our funeral to look like. Maybe it’s a favourite song, a special place for your ashes, or a relaxed celebration filled with a few laughs.

Summer in New Zealand is a time for barbecues, beach days, road trips, and reconnecting with the people who matter most.

At the start of the year, something special happens. Your supporters usually take this time to reflect, set intentions, and have a desire to create lasting impacts.

Half the population are leaving their loved ones without clear instructions. And while it might feel like a problem you can deal with “later” the truth is that later often comes sooner than we expect.

From 24 September 2025, the threshold for when probate is required in New Zealand will increase from $15,000 to $40,000. What does this mean?

Only half of New Zealanders have a Will, and I think that’s just crazy! Are you one of them? Maybe you keep putting it in the ‘to do later basket’?  Or think you don’t need one?

In New Zealand, having a valid Will is one of the most important ways to make sure your wishes are respected and your loved ones are supported. But what does the process look like once you pass away?

Dying without a Will is known as dying intestate. When this happens, your estate isn’t distributed according to your wishes, because they were never legally recorded.

Across Aotearoa, schools play a vital role in shaping the future. Every day, they help tamariki grow, learn, and prepare for what’s ahead. But what if your school could do even more by supporting not only students, but also the long-term wellbeing of their whānau?

Planning for what happens after you're gone is one of the most caring and empowering things you can do for your loved ones.

In a time marked by ongoing financial pressure and rising household costs, employee wellbeing has never been more important.

You’ve laid down tracks, played sold-out gigs, poured your soul into lyrics, and maybe even scored some streaming royalties. But have you ever stopped to think about what happens to all of that if you suddenly exit stage left?

It’s time to break the taboo and make Wills a normal part of financial preparedness. Here’s a few ways that you can discuss this topic with your loved ones.

Wills have been an integral part of human society for thousands of years, evolving alongside changes in cultures, legal systems, and property rights.

Employers play a pivotal role in supporting their staff's financial wellbeing. One effective way to do this is by encouraging employees to have a valid Will in place - especially when it comes to safeguarding their KiwiSaver.

Charities can engage their supporters in meaningful conversations about legacy giving by sharing stories of impact and transformation.

A healthier workforce isn’t just a moral obligation, it’s a business strategy. Employees who feel supported in their wellbeing are more productive, motivated and loyal.

The financial world is becoming more competitive, and clients are expecting more from their advisers. Simply managing investments or giving basic advice is no longer enough. Diversifying your services can help you deliver more value, strengthen client relationships, and set yourself apart in the market.

Wills, Enduring Power of Attorney, and Estate administration are all terms we might not encounter often, so when it comes to estate planning, there may be a bit of learning to do to make the most of your Will and legacy. We sat down with a young mother from Auckland to learn about why she got a Will and how it’s benefited her and her loved ones.

We live so much of our lives online these days. From cherished photos to important documents, our digital footprint is massive. But have you ever stopped to think about what happens to it all when we’re no longer around?