Financial resources and news
Check in regularly for the latest financial resources and news. The financial industry is always changing, so we’ll keep you up to date about anything that may affect you, your family or your business. We’ll also post tips and advice about how to make your money work better for you.
Remember, if you have any questions, we’re always here to offer advice.
Judy’s story: How health insurance supported her family
Our Mortgage and Insurance Adviser Judy Steiner shares the personal journey she and her husband Dan are currently facing, and how health insurance has played
Case study: Learning the ropes when buying a first home
When Maria* moved from Brazil to Hawke’s Bay 25 years ago, owning a home in New Zealand wasn’t even on her radar. Recently, she finally
Client story: A home of her own
At 50, Christie* didn’t expect homeownership would ever be her reality. After the end of a long-term relationship, she found herself renting and starting fresh.
Client stories: Historical claim payouts
CM Financial Advisers know insurance policies inside out. They often find, when making their regular reviews, that something has happened to their clients, and they
Client story: Getting life insurance with an autoimmune disease
Hollie’s* story shows what can happen when you have an Insurance Adviser by your side. At 26, Hollie was diagnosed with Systemic Lupus Erythmetosis, a
Client story: Never too old to invest in property
When George’s son and daughter-in-law called from Perth to say they were looking to sell a 10,000 square metre block of land on the outskirts
Client story: Keeping calm when mortgages get complicated
Applying for a mortgage is rarely straightforward. But for Rosina, the process came with a particularly long list of moving parts. Three family members involved
Client story: Chipmunks indoor playground comes to Hawke’s Bay
Jason and Amanda Long with Steve Davies at the entrance to the new Chipmunks Playland. Steve helped the couple secure a business loan that worked
Client story: Home ownership is achievable!
Sometimes you just need a little external motivation to stick to your goal of home ownership. As Mortgage Advisers we’ve seen many first home buyers come “up
Client story: How insurance advice helped us when it mattered most
We never want to see anyone have to use their life or trauma insurance. When the unthinkable happened (in the form of leukemia) for this
Client story: Stolen from the ute – how our Insurance Advisers helped
Your employee is whipping into a residential job site for a 5 minute job. They’ll only be a sec, so they park in the driveway,
Client story: Life Insurance Adviser to the rescue
Our client was making a trauma insurance claim after being diagnosed with a serious illness and, when things couldn’t get much worse, her claim was