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Financial & Legal

Making financial and legal complexities simple and understandable

Financial Planning for Seniors

Budgeting for Seniors

Reverse Mortgages

Kiwisaver in retirement

Writing a Will

Power of Attorney

Health Insurance

Self-Insurance Strategies

We hope that you find this part of the website as your trusty guidebook for all matters money and law related, with a clear aim: to empower you to live comfortably and independently in your own home for as long as you desire.

The “Financial Management” section is to make sure your money lasts as long as you do, focusing on key topics such as retirement, taxes, budgeting, and managing debt. It is not just about surviving, but thriving in your retirement years, maintaining your lifestyle and, crucially, your independence.

In the “Legal Guidance” section, you are equipped with the necessary tools to navigate complex legal processes that impact your life at home, from estate planning to setting up power of attorney. It is about ensuring that your wishes and rights are protected, keeping your peace of mind intact at home.

The “Insurance Guidance” section helps you understand insurance in your older age, helping you to cushion your future against the unexpected events that can happen. By understanding and choosing the right insurance, you secure your ability to take care of your health and home without straining your budget.