Millennials

Millennials need a financial plan

When young people and young families reach out to me or other financial advisers, it’s typically centered around particular financial questions, goals, or issues they need help with at that point in time. Other times, it’s a combination of all these things, as their situation has become too complex to manage by themselves.

It's not all smashed avocado for millennials – Part II

In New Zealand, trend pieces often depict millennials in the context of young urban professionals spending too much money on avocado-based brunches and too little time saving for a deposit on a house.

Millennials, take charge of your financial future – Part I

We have all read about the financial plight of millennials, who are not only drowning in student loan debt but other loans and expenses as well. They include car payments, rents or mortgages, and credit card bills.