Financial wellbeing

Vitae partners with Money Maverick to provide financial wellbeing advice from certified financial advisers. Their team provides totally bespoke solutions to employers who are wanting to improve their employees’ financial wellbeing.

Money Maverick advisers can speak with you about a range of topics including:

  • understanding your current situation and creating a money plan;
  • mortgage restructures;
  • having an emergency fund in place;
  • debt management – including repayments and structure of personal loans, car loans, afterpay, credit cards and the like;
  • KiwiSaver, hardship and first homes;
  • investing, including shares, bonds, property and other investments;
  • retirement planning – understanding how much is enough and creating a plan;
  • insurance needs.

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