RESOURCES

Here are some useful links and tools to help you. If you have trouble accessing the links please
contact us.

News

FAQ

Glossary of terms

Download a Disclosure statements (PDS and SDS)

Download our budget tool (save to your compuiter before opening)

Download our life insurance needs calculator (save to your compuiter before opening)

Download our mortgage calculator (save to your compuiter before opening)

Download our retirement needs calculator (save to your compuiter before opening)

Go to KiwiSaver website

Go to NZ Super website

Quick Links

News

My portfolio

Disclosure statements (PDS and SDS)
Satisfaction Survey Results
Client Area
Simon’s Blog
FAQ
KiwiSaver
Health Insurance

Excel files: (save to your computer before opening)
Budget Worksheet
Life Insurance Needs
Mortgage Calculator
Retirement Calculator
KiwiSaver Account Calculator

Our Charities

We understand the importance of the need for children, youth and young adults to feel safe, respected and fulfilled. This is why we support these two charities: