One of the most persistent debates in the investment industry is whether investors are better to use passive or active
We have pleasure in linking you to an article provided by Belly Gully on the changes announced by the government
A colleague recently posted a note on his LinkedIn profile, reminding me the value of time. Take a look at
It really is decision time for professional trust service providers and many will already be ‘in the thick’ of supporting
My dad was a mechanic – a pretty good one from all accounts. That’s him in the photo. He’s always
Gender equality has yet to be achieved in terms of financial planning, even though women’s wealth has been growing rapidly
The Research The Financial Resilience Index uses five key financial indicators to gain insight into how Kiwis feel and think
Dec 19, 2019 EQUITY INVESTING INVESTMENT PRINCIPLES The year 2019 served up many examples of the unpredictability of markets. The
Maybe we will have a recession, maybe we won’t—but be wary of predictions on how markets will behave. It’s a
Our world in 2019 is full of acronyms. For a long while we have had SKI (Spending the Kids Inheritance)
We are now into double digits of being in business and we would like to thank all our clients and
It’s been a banner year for New Zealand sport, with a world championship win in women’s netball, the narrowest of
Garrison Keillor is a US author who created a fictional town for a US radio show. The town was called
How do you focus? Carving out time for quality work has become more challenging as the technology designed to help
We get asked quite a lot about whether to invest in a rental property for income and future capital gain,
When stock markets were falling sharply late last year, the media was full of analysis of why it was happening
In the first three weeks of January 2018 alone the S&P 500 crossed ten new record closing highs in 13
Jack Bogle, the legendary founder of Vanguard, passed away 16 January 2019 at age 89. He may not be the
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? If your family trust has a ‘UK tax connection’ the trust
The 1980s television series “21 Jump Street” launched Johnny Depp’s acting career; “Edward Scissorhands,” director Tim Burton’s dark Gothic fairy
Savouring a vintage wine is one of life’s great pleasures. But often overlooked in the joy of consumption is the
Many New Zealanders don’t have a Will in place, and of those that do, we find fewer have established Enduring
And the winner is … who? Marc Lore was a successful businessman and entrepreneur by pretty much any standard. He
So the decision has been made and we have a new Prime Minister eager to form our government for the
We are all aware that if we break a leg, fall off a ladder or slip with the kitchen scissors,
‘How’ relates to process. It’s not just what you invest in, but the approach you take to investing. This means
Encourage your children to work for their pocket money. When they are old enough, possibly around fourteen, encourage them to
How many times do investors think that they or their advisers know which funds or stocks to pick and when
Spending more money than we earn It is often during our middle years, that we are nearing, or are at,
We regularly get asked “Is it worth me having a Trust anymore?” As you would expect from a Lawyer, the
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 and negative interest rates sound like good news (especially if you are a bank borrower) but things may
“The best time to make friends is before you need them”. Ethel Barrymore. Your advisory team will include some or all