Info Hub
A collection of resources on financial wellness and estate planning for a financially resilient future.
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.
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.
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!
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.
Debunking The Common Jargon Found in Estate Planning
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.
Leaving a Personal Legacy in Your Will
Leaving your estate to your family and friends is the most common way of distributing your assets after you pass. However, in recent years it has become more and more common for individuals to reflect their personal values in their Will and leave their own legacy by gifting parts of their estate to charities.
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.
5 Tips to Set your Executor up for Success
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.
The Value in Having a Will at a Young Age
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.
The Role of an Executor and How to Choose One
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.
How to Save Thousands on Estate Administration Fees
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.
Creating an Informal Will while in Full Lockdown or Quarantine
The only thing that is certain is that everything is uncertain. Because these days we never know when or who will have to abide to strict quarinteen or lock down rules we decided to leave the guidelines for helping you get your Will signed and witnessed under level 4 conditions.
Answers To Your Top 8 Will Questions
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.
Getting Will-Ready: The Top 5 Things Every Couple Should Talk About
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.