
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.
Wills have been an integral part of human society for thousands of years, evolving alongside changes in cultures, legal systems, and property rights.
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.
Charities can engage their supporters in meaningful conversations about legacy giving by sharing stories of impact and transformation.
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 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?
Every family has their quirky traditions - the ones that make Christmas uniquely yours. Now, imagine those traditions being carried on for generations to come.
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.