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Divorce later in life can turn your financial plans upside down.
For many couples, retirement planning is built around a simple assumption: two people, one household, and a shared pool of assets. Over time, you build your KiwiSaver balances, pay down the mortgage, accumulate investments, and create a vision for what retirement might look like. Then life changes.
By now, most of us have probably asked AI for advice at least once. Maybe it was a recipe, help drafting an email, or something more serious like career planning, business decisions, and financial questions.
I started wondering what that experience looks like when the topic is something that actually matters - a financial decision that could protect your family or leave a serious gap if it's not right.
When someone walks into my office shortly after receiving a significant inheritance, I often say something that surprises them: "Let's not make any decisions today."
It's not the advice they expect. Most assume a financial planner will immediately want to talk numbers, strategies, and investment options.
Over the years, I’ve had many conversations with parents about money. One theme I keep hearing is this: “we just wanted to give our kids the best start in life.”
I’ve spoken to Baby Boomers who proudly helped their children into property, paid for weddings, or covered study costs.
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