The latest from the SurePlan newsdesk
Make a cuppa, pull up a chair, and enjoy SurePlan’s selection of helpful financial advice articles and client success stories
Latest Stories
Are you financially better off than 5 years ago?
Where do you want to be in five years? It’s a question we hear often. Most of us probably have a similar ideal [...]
WHAT DOES YOUR RETIREMENT LOOK LIKE?
Think of what your retirement might look like. Is it escaping winter every year to travel? Maybe it’s sitting on a portfolio [...]
Top 5 family holiday destinations
Family holidays are such a memorable part of growing up. From camping trips to overseas adventures, taking the kids away is an opportunity to create [...]
Featured Stories
Are you financially better off than 5 years ago?
Where do you want to be in five years? It’s a question we hear often. Most of us probably have a similar ideal [...]
Top 5 family holiday destinations
Family holidays are such a memorable part of growing up. From camping trips to overseas adventures, taking the kids away is an opportunity to create [...]
The rising cost of living – surviving Auckland’s petrol tax
Forget about the cost of housing, tackling the rising cost of living is the first hurdle for many New Zealanders. Rising wages can’t [...]
Client Stories
WHAT DOES YOUR RETIREMENT LOOK LIKE?
Think of what your retirement might look like. Is it escaping winter every year to travel? Maybe it’s sitting on a portfolio [...]
Pantry Door Savings Plan Smash 20 year Mortgage
We’ve all been there. That moment when your bank balance flashes up with insufficient funds and pay day seems a long way [...]
Financial Planning: You Can Always Do Better
If you had Sam and Jules Lotu-Iiga’s backstory sitting in front of you, it wouldn’t provide any clues that they could use [...]
Financial Advice
Are you financially better off than 5 years ago?
Where do you want to be in five years? It’s a question we hear often. Most of us probably have a similar ideal [...]
5 Top Tips to Prepare Your Child for University
We might only be halfway through 2018, but if you have a child starting university next year, you would’ve already started discussing [...]
13 potential costs in owning an investment property
What’s the real cost of owning an investment property? Investing in residential property is a proven and trusted method of generating extra [...]
Financial Tools
Free yourself from credit card debt
Free yourself from credit card debt Credit cards are an important tool for managing your money if used the right way. But the [...]
Take control of debt with our new mortgage calculator
At SurePlan, we’re passionate about helping you grow your wealth and become more financially literate. Saving can seem difficult if you’re paying off [...]
Property Trends
Are Rental Properties Still a Good Option for Financial Freedom in 2018?
Let’s face it; blokes need their toys. Barbeques, chainsaws, motorbikes, fishing gear – stuff that makes life fun. But do you often find [...]
Home Loan Rates: Crystal Ball Gazing In 2018
The property market in NZ seems settled for now, but it is dependent on a range of external factors. While you can’t predict [...]
The 3 Biggest Influences on the NZ Property Market in April 2018
The New Zealand property market – is it up, or is it down? Well, according to the recently published ANZ April Property Focus report, [...]
Staff Profiles
Meet Gareth Dormon: The Art of Discussing Money
Let’s play a little guessing game. Three statements about SurePlan’s Gareth Dormon and one of them is NOT true. He worked the high [...]
Meet Mike Allen: The Financial Advisor you didn’t know you needed
Stop lending yourself your own money There’s a whole gamut of emotions you’ll experience leaving Mike Allen’s Newton office. It’s a sort of [...]
SurePlan Interests
Are you financially better off than 5 years ago?
Where do you want to be in five years? It’s a question we hear often. Most of us probably have a similar ideal [...]
5 Top Tips to Prepare Your Child for University
We might only be halfway through 2018, but if you have a child starting university next year, you would’ve already started discussing [...]
13 potential costs in owning an investment property
What’s the real cost of owning an investment property? Investing in residential property is a proven and trusted method of generating extra [...]