Financial Advice New Zealand

21/08/2025

How do you actually build emergency savings and keep them?

Join sorted.org.nz and a panel of community and financial experts for a practical, real-life kōrero about how to prepare for the unexpected.

✅ Hear stories of when emergency savings made all the difference
✅ Get tips you can use for you and your whānau
✅ Ask your questions and walk away more confident

🎥 Can’t make it live? Register anyway and get the replay + helpful follow-up resources.

Don’t miss this online kōrero with our panel of experts from community and financial organisations as they share their tips for building and keeping emergency savings for you and your whānau. ✨️⁠
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Learn all the ins and outs and hear real-life stories of when having emergency savings has really saved someone’s bacon! 👏⁠
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Reserve your spot at the link below. 🧡⁠
🔗 http://bit.ly/416XsWi

19/08/2025

Starting out in your career?
Now’s the time to build strong money habits that last a lifetime.

Set meaningful goals, Build your savings, Understand your KiwiSaver and the difference between good debt and bad debt

A financial adviser can help you make smart choices early, so your financial future is even brighter.

Learn more and find a trusted adviser near you with the links in our bio

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15/08/2025

Life changes, and your financial plan should too.

This Money Month, we’re sharing 8 smart ways a financial adviser can help you live well and plan smarter. Here are the final tips from this series.

7️⃣ Keep your plan on track as your life evolves, your financial plan needs to evolve with it.

Regular check-ins with a financial adviser help you stay aligned with your goals, reassess your priorities, and pivot when needed. Think of them as your financial coach, keeping you focused, accountable and your plan relevant.

8️⃣ Estate planning is planning ahead for the people you love.

Estate planning isn’t just for the wealthy. It’s for anyone who wants to ensure their hard work benefits the right people, in the right way, at the right time.

A financial adviser can help you work alongside your lawyer to structure your assets so they’re distributed smoothly and tax-effectively, giving you peace of mind today.

Want to feel more confident about your future? Find a trusted financial adviser near you: financialadvice.nz/find-an-adviser

Read more about the value of advice and financial advice for everyday New Zealanders here: financialadvice.nz/consumers

13/08/2025

This Money Month, we’re sharing 8 smart ways a financial adviser can help you live well and plan smarter. Here are tips 5 & 6.

Thinking ahead means living well, both now and in the future.

5️⃣ Retirement isn’t a finish line, it’s a lifestyle shift.

A financial adviser can help you make smart KiwiSaver and investment decisions today, so your income tomorrow supports the life you want. It’s not just about how much is enough, it’s about living well with what you have.

6️⃣ Life can throw curveballs, your finances shouldn’t have to.

A financial adviser helps you build a protection plan that covers the essentials: your health, income, family and future. That means the right amount of cover, in the right places, at the right time.

Want to feel more confident about your future? Find a trusted financial adviser near you: financialadvice.nz/find-an-adviser

➡ Read all 8 tips at financialadvice.nz/consumers

sorted.org.nz

08/08/2025

Make your money work for you, with a little help from a financial adviser.

Follow along as we share 8 ways a financial adviser can help you live well and plan smarter, here are your first two tips!

1️⃣ Understand what matters most and set a goal that inspires you
Financial advice isn’t just about growing your wealth, it’s about building a life you love.

A financial adviser builds a financial roadmap with you that turns “maybe one day” into “let’s make it happen”.

2️⃣Budgeting made easy - Sticking to a budget can be hard, your financial adviser is like your personal accountability coach to keep you on track no matter the lifestyle, goals.

🔷Ready to find a trusted financial adviser? financialadvice.nz/find-an-adviser

🔷Read all 8 tips on how to make your money work for you, with a little help from a financial adviser financialadvice.nz/consumers

07/08/2025

An emergency fund doesn’t just help you cover unexpected costs, it gives you options when life doesn’t go to plan.

A financial adviser can help you turn possibilities into choices by building a plan that includes:

✅ How much to save that fits within your goals and lifestyle
✅ Where to keep it
✅ How to stay on track towards your financial goals if the unexpected happens

👉 Ready to learn more? financialadvice.nz/consumers

Find a trusted financial adviser near you
financialadvice.nz/find-an-adviser

sorted.org.nz

07/08/2025

It’s Money Month, the perfect time to get your finances working for you.

Whether you're saving for something big, tackling debt, or just starting to budget, follow along this month for bite-sized money tips on how a financial adviser can help you turn possibilities into choices.

👉 Ready to learn more? https://financialadvice.nz/consumers

Find a trusted financial adviser near you
https://financialadvice.nz/find-an-adviser

06/08/2025

🌟 Sorted Money Month is back for 2025!

This year sorted.org.nz are focusing on emergency savings – why they're so important, and how to start building yours. Because when life happens, you want to be ready. 👏

We're teaming up with our friends at sorted.org.nz throughout the month of August for tips, tools and free resources to help get you sorted this Money Month.

Check out our video on how working with a financial adviser can make you better off

www.financialadvice.nz/consumers