Category Archives: Financial Planning

By Romana Bell  Life is not always a sea of calm, but rather, at stages we will find ourselves in rough sea and

Whilst the stock markets and your portfolios may be volatile, the usual story of just ‘stay in your seats’ and

Whilst there is always something happening around the world that feels like its in turmoil, when it comes to investing,

If I could have just one more day I’d remind myself again to play For life is not about just

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