Useful documents
Useful documents for Cave Financial clients to print & complete
Print them out, fill them in, or contact us if you want to discuss them in more detail.
Privacy Statement
Disclosure Statement
Michael Cave Disclosure Statement
Nathan Dyson Disclosure Statement
Aaron Huang Disclosure Statement
Need our help?
We're here to answer your questions.
Get in touch with us todayservice@cavefinancial.co.nz
09 302 7310
1D Roberta Avenue
Glendowie
Auckland 1071
New Zealand
Latest articles
What is a Flexible home loan (ANZ) and how does it work
If you’re good at managing your money, a Flexible Home Loan could help you pay off your home loan faster.
Top tips to help you achieve financial freedom: Part One
Chances are, you won't win the lottery or make enough money to retire by age 30! So, it’s important you have a strategy in place to maximise your financial opportunities.
Financial success is a lifelong project - it's about working hard, of course, but it's also about making good decisions along the way.
That's why we have collated our top financial wellness tips. Join us every day for a week where we will cover everything from getting started, spending and saving, insurance and investments and even common money mistakes. It's never too late to improve your financial future.
Top tips to help you achieve financial freedom: Part Two
Today’s financial wellness tips focus on two sides of the coin - being a smart saver and a better borrower.
It could be argued that they both serve the same purpose of providing usefully large sums of money. Whilst borrowing money can allow you to realise your dreams quicker than saving can, many see saving as a more secure and manageable way of accumulating funds.
Today’s installment offers advice on how to create an achievable, realistic savings plan, prioritising your goals and how to get the most out of your savings account. We also look at how to keep your borrowing under control, but also how borrowing can have its benefits in the long run.