News and Insight

We share some of our thoughts and news on what’s happening in the financial world, as well as more detailed information on how you can improve your own financial situation.

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How to opt in to electronic-only custodial reporting.
We have acquired some of the customers of The Advice Hub, an Auckland-based financial advice business with customers nationwide.
Inland Revenue is continuing to focus on compliance concerning investment income, including share ownership and trading.
Inflation continues to ease, interest rates are coming down, and the FMA issues a warning on retail trading.
Inland Revenue has been allocated $29M in this year’s Budget to assist them in targeting those people who have not met their tax obligations.
Wondering why private health insurance is worth it in New Zealand? We run it down, including a look at why health insurance is still useful with ACC.