Info Hub
A collection of resources on financial wellness and estate planning for a financially resilient future.
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.
The Power of a Will
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.
Ideas to engage your employees with Footprint’s platform
Already joined the Footprint Financial Wellbeing programme for employees? Awesome! You’ve completed the first step towards supporting the financial wellbeing of your teams. Now it’s time for… Step 2! Which involves engaging employees to make the most of Footprint’s tools that are available (literally) at their fingertips.
Let’s bust some myths around Wills!
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!
Setting your employees up for success in 2024
With the rising cost of living, conflicts across the world and other significant events that are putting strain on employees, it’s never been more important to set your employees up for success!
Nurturing Financial Wellbeing for Employees During the Festive Season
As the festive season approaches, the spirit of joy and giving fills the air. However, for many, it can also be a time of increased financial strain, stress and anxiety.
Your Digital Legacy: Making It Easy with Footprint
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.
A New Opportunity for charities
For many charities, bequests and legacies left by donors (gifts left in Wills) provide a significant portion of their funding, and with a wealth transfer estimated in the trillions on the horizon, the potential impact is enormous with charities having a unique opportunity to tap into this potential source of funding.
Five Myths That May Be Stopping You From Getting A Will
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.
When is a Good Time to Update Your Will?
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.
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.’
Investing? Think about a Will.
With so many Kiwis utilising online investment platforms like Flint, many may be reaching the $15,000 threshold without realising the need for a Will.
3 tips for financial peace of mind
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.
Checklist to Signing Your Footprint Will
Once you’ve created your Footprint Will the next step is to sign and have it witnessed. Here we give you a step-by-step checklist on how to sign and witness your Footprint online Will.