Financial Planning Articles
Learn about investing, financial freedom and planning for your future. Reach your financial goals.
Carefully curated and prepared by Legaseed.
Exit Planning for Business Owners: Start Sooner Than You Think
Getting your business ready for sale, and planning life after the business
Common Myths About Personal Insurance – Debunked
Fact vs Fiction - what you might not quite know about insurance
5 Life Events That Should Prompt a Review of Your Insurance Cover
When to look at your insurances again
The Real Cost of Not Having Health Insurance in NZ
The real cost of not having health insurance
Understanding Your Risk Tolerance: A Key to Successful Investing
Risk vs Reward - how to ensure your finances meet your risk tolerance.
Income Protection vs. ACC: What’s the Difference?
ACC vs Income Protection - tips and tricks when you’re self employed
Insurance for the Self-Employed: What Should You Have?
Insurance for self employment - structuring ACC
How Much Is Enough to Retire Comfortably?
How much do I need to retire? How do you know how much money you need when you retire?
Trauma Insurance Explained: What It Covers and Why It Matters
Trauma insurance - what does it cover?
Investment Strategies in a Volatile Market
Volatile Markets - and strategies on how to cope in uncertain times
Do I Really Need Life Insurance? A Guide for Young Families
Do I really need life insurance?
What Is Wealth Management and Do You Need It?
Wealth Management, Retirement and Financial Planning
KiwiSaver: More Than Just a Savings Account - Why Advice Matters
KiwiSaver. You hear about it all the time - at work, in ads, maybe even at a BBQ when someone’s bragging about their balance. But here’s the thing: KiwiSaver isn’t just a set-and-forget savings account. It’s a powerful tool that could make a huge difference in your future - IF you’re making the right choices.
How much money do I need to retire?
Retirement is a milestone many people look forward to, but one of the biggest questions is: Do I have enough to retire?
Navigating the New Year
As we step into the New Year, it's a time of reflection and resolution. For many, this includes taking a closer look at financial goals and investment strategies. Whether you're a seasoned investor or just starting, it's crucial to remember that successful investing often requires patience and discipline, especially in the face of market volatility.