Category Archives: Financial Planning

Trust Act 2019 – In or Out?

It really is decision time for professional trust service providers and many will already be ‘in the thick’ of supporting

When It’s Time For A Tune-up

My dad was a mechanic – a pretty good one from all accounts.  That’s him in the photo.  He’s always

Women Are Under Engaged With Financial Planning Despite Wealth Increase

Gender equality has yet to be achieved in terms of financial planning, even though women’s wealth has been growing rapidly

Introducing The Financial Resilience Index

The Research The Financial Resilience Index uses five key financial indicators to gain insight into how Kiwis feel and think

Hindsight Is 20/20. Foresight Isn’t

Dec 19, 2019 EQUITY INVESTING INVESTMENT PRINCIPLES The year 2019 served up many examples of the unpredictability of markets. The

Living In Fear Of A Market Downturn?

Maybe we will have a recession, maybe we won’t—but be wary of predictions on how markets will behave. It’s a

BOMAD

Our world in 2019 is full of acronyms.  For a long while we have had SKI (Spending the Kids Inheritance)

Happy 10th Birthday G3

We are now into double digits of being in business and we would like to thank all our clients and

The World Cup Of Investing

It’s been a banner year for New Zealand sport, with a world championship win in women’s netball, the narrowest of

Getting A Pass Mark

Garrison Keillor is a US author who created a fictional town for a US radio show. The town was called

To Be More Productive, Manage Your Time Like An Athlete

How do you focus? Carving out time for quality work has become more challenging as the technology designed to help

Rental Property or Shares- Which to Invest In

We get asked quite a lot about whether to invest in a rental property for income and future capital gain,

Our Need For Stories

When stock markets were falling sharply late last year, the media was full of analysis of why it was happening

Recent Market Volitility October 2018

In the first three weeks of January 2018 alone the S&P 500 crossed ten new record closing highs in 13

We Could All Learn Something From Jack Bogle

Jack Bogle, the legendary founder of Vanguard, passed away 16 January 2019 at age 89. He may not be the

The Importance Of Being Independent

Susan B Anthony, who led the fight for women’s suffrage in the United States, once said, “Independence is happiness”. She

Does your NZ family trust have UK tax obligations?

Does your NZ family trust have UK tax obligations? If your family trust has a ‘UK tax connection’ the trust

Learning from Johnny Depp

The 1980s television series “21 Jump Street” launched Johnny Depp’s acting career; “Edward Scissorhands,” director Tim Burton’s dark Gothic fairy

Wine Lovers Guide To Investing

Savouring a vintage wine is one of life’s great pleasures. But often overlooked in the joy of consumption is the

So why do I need Enduring Powers of Attorney?

Many New Zealanders don’t have a Will in place, and of those that do, we find fewer have established Enduring

What are you planning for?

And the winner is … who? Marc Lore was a successful businessman and entrepreneur by pretty much any standard.  He

Control what you can and not what you can’t

So the decision has been made and we have a new Prime Minister eager to form our government for the

Is ACC enough?

We are all aware that if we break a leg, fall off a ladder or slip with the kitchen scissors,

The Seven Virtues of Process

‘How’ relates to process. It’s not just what you invest in, but the approach you take to investing. This means

10 Tips for empowering children to be money smart

Encourage your children to work for their pocket money. When they are old enough, possibly around fourteen, encourage them to

Investors Beware!

How many times do investors think that they or their advisers know which funds or stocks to pick and when

Avoiding Money Problems
How to avoid money problems in our middle years

Spending more money than we earn It is often during our middle years, that we are nearing, or are at,

Family Trust
Is the Kiwi love affair with Trusts over?

We regularly get asked “Is it worth me having a Trust anymore?” As you would expect from a Lawyer, the

Family Trust
Is your Family Trust still relevant?

Has your family trust passed its use by date? After all, there have been some big ones challenged through the courts where

Low/No inflation & – interest rates
Low/No inflation & negative interest rates

Low/No inflation and negative interest rates sound like good news (especially if you are a bank borrower) but things may

How do I choose my advisory team?

“The best time to make friends is before you need them”. Ethel Barrymore. Your advisory team will include some or all