Useful documents

Useful documents for Cave Financial clients to print & complete

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  • Michael is an expert in his field and really goes the extra mile to ensure a professional, thorough and enjoyable experience when looking for Insurance cover or trusted Financial advice. Highly recommended.

    Johnny Robinson

  • Michael has a wealth of information to share with regards to financial planning...he has always provided valuable information to both my clients and me without being a pushy sales person!

    Vijay Nyayapati

  • I am thrilled with the advice and service Michael provided me for financial planning and for personal insurance. Trustworthy and a very nice chap! I highly recommend his services.

    Andrew Malmo

  • Michael has consistently provided excellent service, financial advice, support and follow-up on insurance services for my business. I would highly recommend Michael to anyone needing clear and honest financial advice.

    James McGoram

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More people are staying invested in KiwiSaver at age 65

More kiwis are choosing to keep their KiwiSaver going when they reach retirement. Read my thoughts on why in this recent Newshub article, along with other industry experts.

Coronoavirus: Should I be changing my Investments?

As the Coronavirus epidemic enters it's eighth week, Investors around the world continue to assess the long-term economic effects of the epidemic, with mixed verdicts.

The Myth of 2020 Vision

Jim Parker, Vice President of Dimensional Fund Advisors, looks at how this years political and economic events could shape the financial markets, however he advises to err on the edge of caution if your usual investment behaviour is determined by what you read in the press.