Info Hub

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

 
 
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Want to call the shots? DIY platforms might be for you.

In New Zealand we live and breathe ‘Do It Yourself’ (DIY) culture. As a little country at the bottom of the Earth we have always done things differently. Out of necessity we’ve been tinkerers, inventors, and pragmatists. Many of us like to go at it alone, making personal but informed decisions, calling on what we know and learn rather than always relying on ‘experts.’

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Crossing the Threshold - Why You Need a Will Sooner Than You Think

More often than not, when we’re talking to individuals about writing their Will, the first thing that comes to mind is, “I don’t need one, I don’t have much to leave behind.” While this may seem the case, it’s actually the most common misconception when it comes to protecting your loved ones after you pass.

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Ten Tips to Retain Top Talent

The idea of losing a job today, while still nerve-wracking, is much less frightening than it may have been a few years ago. For many, remote, hybrid and flexible work options are increasing and with so many choices, employees aren't as afraid to move on as they used to be when a job no longer serves them.

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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.

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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.

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