Download our White Paper Getting Under the Hood of Employee Financial Wellbeing'

In collaboration with Umbrella Wellbeing we cover the psychology influencing financial wellbeing, the impact of financial stress on employees and the link to productivity.

 

Info hub

A collection of resources on financial wellness and estate planning for a financially resilient future.

 
 
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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.

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Now You Can Include Your Pets in Your Will

As responsible pet owners we provide them with the necessary things they need to survive and thrive, like water, food and shelter, hugs, play and companionship. As part of the family it stands to reason that many of us want to make sure our little buddies are looked after if we weren’t around to do it ourselves.

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