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Latest insights & tips

Money Musings: Personal Stories and Financial Wisdom from Our Advisers' Own Experiences

Lance Shearman

General

Articles

25 Mar

What's your Whaka? A nudge to hit your goals this year

Dean Blair

Financial Planning and Investment

Articles

22 Mar

Fixed vs Floating in March 2024 - Are interest rates really dropping?

Brendon Ojala

Mortgages

Articles

20 Mar

KiwiSaver: The Good to Know Guide!

Simon O'Neill

KiwiSaver

Articles

20 Mar

Fixed vs Floating in April 2024 - Just Give Us a Call

Brendon Ojala

Mortgages

Articles

20 Mar

The Velocity Financial Spin for March

Shona McGregor

The Velocity Spin Newsletter

Articles

15 Mar

Sharesies x Velocity KiwiSaver FAQ Live on Instagram

Simon O'Neill

KiwiSaver

Articles

28 Feb

The Premium Yarn by Caveo - February 2024

Joshua Rhind

Insurance

Articles

26 Feb

What Would She Do? Mitigate The MotherHood Penalty

Elizabeth Moloney-Geany

What Would She Do?

Articles

26 Feb

The Premium Yarn by Caveo - March 2024

Joshua Rhind

Insurance

Articles

26 Feb

What Would She Do? Drive Meaningful Change with Her Money

Elizabeth Moloney-Geany

What Would She Do?

Articles

26 Feb

Fixed vs Floating in February 2024 - ANZ's Big Call

Brendon Ojala

Mortgages

Articles

19 Feb

The Velocity Financial Spin for February

Shona McGregor

The Velocity Spin Newsletter

Articles

15 Feb

Fixed vs Floating - Your Best Bet May Be a Shorter One

Brendon Ojala

Mortgages

Articles

26 Jan

What Would She Do? Challenge Herself in 2024

What Would She Do?

Articles

26 Jan

Save Money on Insurance – A Busy Person’s Guide

Shona McGregor

Insurance

Articles

25 Jan

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