Ideas for confident decisions
Practical guidance, useful perspectives and updates from the Velocity Financial team.
Welcome to our November 2025 Business & Team Update. Each month, we share highlights from across Velocity Financial and Caveo, celebrating team milestones, sharing client success stories, spotlighting new initiatives, and keeping you connected to what’s happening in our business and community.
Welcome to our October 2025 Business & Team Update. Each month, we share highlights from across Velocity Financial and Caveo, celebrating team milestones, sharing client success stories, spotlighting new initiatives, and keeping you connected to what’s happening in our business and community.
Planning to buy or refinance a home over the holidays? Learn how to avoid delays with our expert tips on pre-approval, bank closures, and application checklists.
A calm decision-making framework for receiving an inheritance, including cash reserves, debt, investing, property and professional advice.
Welcome to our September 2025 Business & Team Update. Each month, we share highlights from across Velocity Financial and Caveo—celebrating team milestones, sharing client success stories, spotlighting new initiatives, and keeping you connected to what’s happening in our business and community.
Ten practical steps for preparing a KiwiSaver first-home withdrawal and rebuilding long-term retirement savings after buying.
How group health insurance works for New Zealand employers, including scheme design, eligibility, tax, privacy and questions to ask providers.
Use your refix date to review the whole mortgage: repayments, structure, flexibility, fees, future plans and the total cost of each option.
Cancer can affect income as well as treatment costs. Learn which household expenses to consider, what support may exist and how insurance fits.