Info Hub
A collection of resources on financial wellness and estate planning for a financially resilient future.
Supporting wellbeing as a leader: 5 key takeaways
Footprint partnered up with Umbrella Wellbeing to provide practical and research-based guidance about the best aproaches business leaders can take to support wellbeing. Explore 5 key takeaways.
The ROI of Improving Wellbeing – A Financial Focus
It is widely understood that our most basic needs are intrinsically linked to our wellbeing, including our financial wellbeing. Issues affecting wellbeing, financial or otherwise, don’t just affect the person who is struggling; managers, team members, internal and external customers and others in the organisation are also affected, directly or indirectly.
A practical framework for getting under the hood of financial wellbeing
The last two years have required many businesses to pivot their focus and, where possible, explore the opportunities within the challenges they faced. Where this becomes unbalanced, the data shows a direct impact on a business’ bottom line.
Why employers should care about financial wellbeing
Most company leaders realise the importance of their team’s contribution to business success. While many continually work to ensure the needs of their people are reasonably met, there is further opportunity to provide solutions that specifically respond to the stressors that impact financial wellbeing.
How Work Has Changed Forever – Financial Wellbeing White Paper Coming Soon
When people are stressed about money, they are more likely to report health concerns, exhibit irritability, anger, and fatigue, and develop unhealthy coping mechanisms like smoking, drinking, drug abuse, and overeating. There is a strong link between financial stress, absenteeism and presenteeism, health issues, and reduced productivity.
How to Get the Best from your People During Uncertain Times
As leaders in uncertain times, how can we create a safe working environment for our people while they work through this upheaval? Umbrella shares 5 steps you can take as a leader to support your people.
The Role of an Executor and How to Choose One
Your executor is responsible for carrying out your wishes to a T. Understanding what's involved in the role might make you second guess appointing a family member. Learn more about the tasks involved and tips to help you choose yours.
How to Save Thousands on Estate Administration Fees
Whether you have a Will or not, just about everybody needs to go through estate administration, and it’s not cheap! Find out how you can reduce costs and leave more behind for those you care about.
The Role of Employers in Employee’s Financial Wellness
Employees’ wellbeing doesn’t just affect them, managers, team members, internal and external customers as well as others in the organisation are also affected. Learn more about the role employers can play in their employee’s financial wellness.
Creating an Informal Will while in Full Lockdown or Quarantine
The only thing that is certain is that everything is uncertain. Because these days we never know when or who will have to abide to strict quarinteen or lock down rules we decided to leave the guidelines for helping you get your Will signed and witnessed under level 4 conditions.
Answers To Your Top 8 Will Questions
During Sorted’s Money Week we answered your top 8 most asked questions busting common myths about Wills and what happens to your stuff when you’re gone.
Getting Will-Ready: The Top 5 Things Every Couple Should Talk About
Thinking about your partner suddenly not being around is scary but the aftermath is scarier. Here are 5 things you can discuss with your SO to make sure you're both prepared for the unexpected.
New Zealand’s High-Risk Industry Workers Need Priority Access to Wills and Estate Planning Services
Many of New Zealand's biggest industries have high fatality rates. Accidents are inevitable but there is a minimum that can be done to protect those who are protecting us. Read more as our CEO Angela Vale speaks to the missing gap in high-risk industries.
Is Being an Executor a Badge of Honour or a Hospital Pass?
Has someone asked you to be the executor of their Will? Before you accept the role there’s a few things you should be aware of… Find out more about what’s involved in being an executor.
Introducing the Footprint Rewards Program That Can Save You Thousands!
Footprint Rewards is a program that allows you to save on your probate and estate administration fees every year you renew your subscription package. Learn more about how you can benefit.
3 Things to Have in Your Estate Plan
When you think of estate planning the chances are getting a Will comes to mind which is a very good thing. However it’s not the be all and end all. Here we explore the 3 things that should be included in a good estate plan and how they can help protect you and those in your life.
When There Is No Will
When you don’t have a Will NZ legislation dictates how your stuff will be distributed based on a set of existing rules. Compare your current situation against these rules to find out where your stuff would end up if you didn’t have one, the results may surprise you.
When Should I Update My Will?
A Will is not a set and forget type of thing. As your life changes your Will may need to as well. Here are 5 times you should consider updating your Will.
What Goes Beyond Having a Will?
There’s more to a Will than just making your wishes official. When the time comes, having all your ducks in a row can make the process for your executor and your family a whole heap easier.
4 Things to Think About Before Writing a Will
Have you been thinking about getting your Will sorted? Great you’re halfway there! Here are 4 things to help you prepare before you write it down on paper.