Budgeting can be hard. We live in an amazing region with restaurants in Wanaka and Queenstown that are hard to drive past. Amazing Gastro pubs like the one beside me at Arthurs Point. Cellar doors across Central Otago that make buying a case of wine so very tempting. But when it comes to managing your […]

The Central Otago environment is truly unique. From the Ski Fields of Queenstown and Wanaka to the amazing wines coming form Bannockburn Cromwell and Gibston Valley (apologies for all the micro climate areas missed out) But the point being this varied and amazing landscape tends to attract people from a varied lifestyle and varied expectations.

In my work I get to work with all types of people from every part of Central Otago. I may be in a boardroom in Queenstown to a Stock room in Cromwell. All types of people from all walks of life. But when I burrow into their financial lives at some stage we get down

Setting Goals for Financial Freedom and Retirement. How a financial Adviser can help. Planning for a comfortable retirement is a key financial goal. By understanding how much you need and setting achievable goals, you can pave the way to a financially secure future. However a lot of the factors that decide how much savings and