STRAIGHT ANSWERS
The things nobody
explains about money.
No jargon, no sales pitch, no hedging. The stuff you should have been told before you signed anything.
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Practice notes / 7 min read
Most adviser CRMs are an expensive address book. Here’s how to tell.
The questions to ask before you sign: what your clients see, whether they can run their own numbers, and whether the software does the work or just stores it.
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Home & life / 3 min read
Fall in love with the numbers before you fall in love with the house.
The budget, the documents and the three questions to answer before your first open home. Do this and the bank meeting is a formality.
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Family & protection / 3 min read
A new baby changes your insurance. So does a pay rise. Nobody tells you.
The life events that quietly break your cover, and why a review should start with who depends on you, not with a cheaper premium.
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Future chapters / 3 min read
Your KiwiSaver has a job. You probably never told it what.
Three years or thirty changes everything about the fund you should be in. Work that out first and the fund comparison takes ten minutes.
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Business & continuity / 3 min read
Your business is three people. The accounts will never tell you which three.
Who the business cannot run without, what six months without them costs, and why the insurance, the plan and the shareholder agreement have to be solved together.
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Planning well / 3 min read
A financial plan that predicts the future is lying to you.
A good plan does not tell you what will happen. It shows you every lever you have, what each one costs, and exactly when to come back and pull a different one.
Read itYOUR MONEY. YOUR CALL.
Stop guessing.
Start knowing.
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