Financial Planning Articles
Learn about investing, financial freedom and planning for your future. Reach your financial goals.
Carefully curated and prepared by Legaseed.
Why So Many Taupō Retirees Are Asset Rich but Income Poor
Asset rich and cash poor? What is your next step?
How Much Money Do You Need to Retire in Taupō?
Retirement in Taupo - what does it look like for you?
The Biggest Investment Mistakes Kiwis Make (And How to Avoid Them)
The Biggest Investment Mistakes people make
How Much Do You Actually Need to Retire in New Zealand?
How much do I need to retire well?
Term Deposits vs Investing: What Kiwis Are Getting Wrong in 2026
Term deposits - when do they make sense?
Financial Advice After a Divorce in NZ
Rebuilding after divorce, what steps should you be taking next?
What Does “Risk” Actually Mean in Investing?
Investment risk isn’t just market ups and downs. Learn what risk really means for NZ investors and how to manage it properly.
Market Drops: What Successful Investors Do Differently
Market downturns are inevitable. Learn what successful investors do differently when markets fall.
How do I invest after selling a property in NZ?
What’s next for me after an investment property?
Mainland Group Sale: Financial Planning Advice for Dairy Farmers Receiving Capital
Fonterra Mainland Group Sale
Why Emotions Are the Biggest Threat to Investment Returns
Fear and greed often hurt investment returns more than markets do. Learn how emotions impact investing and how to manage them.
Inheritance and Financial Advice: What to Do When You Receive a Windfall
Making smart financial decisions when emotions are high.
Investing vs Saving: Why Cash Alone Won’t Build Wealth in NZ
Saving feels safe, but inflation erodes cash over time. Learn why investing is essential for long-term wealth in New Zealand.
Why Term Deposits Aren’t Keeping Up With Inflation (And What You Can Do Instead)
Term Deposits, are they really doing what you need?
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?
Investment Strategies in a Volatile Market
Volatile Markets - and strategies on how to cope in uncertain times