Info Hub
A collection of resources on financial wellness and estate planning for a financially resilient future.
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?
Why Talking About Wills Openly Is Important
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.
The Evolution of Wills
Wills have been an integral part of human society for thousands of years, evolving alongside changes in cultures, legal systems, and property rights.
Can employers be doing more to support their employees?
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.
Embracing the Journey Ahead with Legacy Giving
Charities can engage their supporters in meaningful conversations about legacy giving by sharing stories of impact and transformation.
Navigating Employee Wellbeing in Challenging Times
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 Future of Financial Advice: Why Diversification is Essential
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.
A Journey Of Learning
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.
You've Been Left as a Legacy Contact - Now What?
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?
Planning your Christmas Legacy
Every family has their quirky traditions - the ones that make Christmas uniquely yours. Now, imagine those traditions being carried on for generations to come.
Leave A Legacy – Make A Positive Impact
Supporting charities often brings to mind donations or volunteering, but one powerful and lasting way to give back is by leaving a gift in your Will.
Your Legacy Designed Your Way
Life might not go to plan sometimes, and that’s why getting a Will is so important! We sat down with a retiree from Whangarei to learn about why she got a Will and how it’s benefited her and her loved ones.