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.

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.

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?

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.

Different people will have different reasons for getting a Will. We sat down with Tony, a young professional from Auckland who experienced health issues, to learn about why they got a Will, but most importantly, what getting a Will did for them.

There are some myths floating around that might be stopping you from preparing your legacy, so, let's get right down to business and bust them!

In today's digital age, each of us has a unique digital legacy. Think about your cherished photos, carefully crafted emails, and your presence on social media, it's all part of your digital footprint.

Creating a Will is an important step in ensuring that your assets and loved ones are taken care of in the event of your passing. However, some people may be hesitant to create a Will due to misconceptions or myths surrounding the process.

Writing and documenting your wishes in a Will is a major life event. But just like other important milestones, your opinions and wishes often change with time and personal growth. As life changes, it is important to review and update your Will to establish that it still reflects your current circumstances and intentions.

So, how can New Zealanders navigate economic uncertainty? And on a personal level, what can each of us do to support our personal financial wellbeing? In this article we explore three areas which may contribute to your financial peace of mind.

In this blog, we debunk some of the most common jargon found in estate planning to help you understand what these terms mean, so you can make better decisions about your estate plan and ensure that your assets and loved ones are protected when the inevitable time comes.

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.

Your executor has a big workload ahead of them so if there’s anything you can do to help them out, it will surely be appreciated. Lucky you there is! Here’s 5 tips to help set your executor up for success.

Wills aren’t just for the old folks with lots of money. If you have $15,000 or more worth of assets you need a Will to ensure your belongings are distributed the way to want them to.

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.

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.

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.

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.

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.

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.