Info Hub
A collection of resources on financial wellness and estate planning for a financially resilient future.
An Important Clause in Your Will: How the Remaining Estate Is Distributed
When writing a Will, much of the focus often goes to specific gifts. You may choose to leave a particular item, a family heirloom or a set amount of money to someone. For many people, the most significant part of their Will is the clause that deals with their remaining estate.
Add an Extra Layer of Security to Your Footprint Account in Minutes
How to Enable Two-Factor Authentication on Your Footprint Account
The Overlooked Benefit: Why Add Wills to Financial Wellbeing Programmes
Learn why leading HR teams are adding Wills and estate planning to financial wellbeing programmes. A practical guide for employers supporting workforce resilience.
Things Fundraisers Secretly Think About When Someone Mentions “Gifts in Wills”
If you work in fundraising, there are a few phrases that immediately make your ears perk up. One of them is “gifts in Wills”.
When Should Fundraisers Talk to Donors About Gifts in Wills?
Gifts in Wills are one of the most meaningful ways supporters can create a lasting impact for the causes they care about.
Gifts of Significance: What They Are and Why They Matter in Your Will
There is something deeply personal about choosing who receives the things that have shaped your life. Some gifts carry more than monetary value. They hold memories, meaning, and the stories that connect us to the people and places we love.
Now is a Good Time to Review Your Child Guardianship in your Will
While it is not always easy to think about, putting a clear guardianship plan in place can make a meaningful difference for your children when the unexpected happens.
Why It Matters When You Create Your Will
One simple but often overlooked part of this process is selecting the contemplation of marriage clause when you create your Will. This small step keeps your Will valid when you legally marry.
Your Will and Funeral Wishes: How to Make It Easier for Your Loved Ones
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.
Sunshine, Sand and Smart Spending: Enjoying a Kiwi Summer Without the Stress
Summer in New Zealand is a time for barbecues, beach days, road trips, and reconnecting with the people who matter most.
Start The Year Strong, Turning January Reflection into Gifts in Wills Action
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 of New Zealanders Don’t Have a Will, Could That Be You?
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.
Probate Threshold Rises – What It Means for Everyday Kiwis
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?
Wills in Your 20s: Why It’s Not Too Soon (And Easier Than You Think)
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?
What Happens to My Will When I Pass Away?
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?
When There Is No Will – Who Really Gets Your Stuff?
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.
Strengthening Communities and Building Legacies That Last
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?
Why Do I Need a Will?
Planning for what happens after you're gone is one of the most caring and empowering things you can do for your loved ones.
Improving employee financial wellness in an age of unprecedented change
In a time marked by ongoing financial pressure and rising household costs, employee wellbeing has never been more important.
Who Inherits the Bangers? Why Every Kiwi Musician Needs a Will
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?