Category Archives: Investing

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

Do NOTHING with your investments………ride the storm…

We have all heard of ‘walls of worry’ and in the investment world, the media and all the hype focus

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

The Chinese Coronavirus and its impact on Global Share Markets

In recent weeks, concerns have grown about the potential effect of a spreading coronavirus on the global economy and on

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)

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

What Dropping 17,000 Wallets Around The Globe Can Teach Us About Honesty

So picture this: You’re a receptionist at, say, a hotel. Someone walks in and says they found a lost wallet

Getting A Pass Mark

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

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

What are you planning for?

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

Market Volatility in the headlines

  ‘How the financial wobble will hit your back pocket’ ‘Volatility now the new norm’ ‘Keep calm and enjoy the

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

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

Picking Winners

The media locks in on a particular ‘hot’ sector. In the late 1990s, it was technology.  In the mid-2000s it

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

Rollercoasters also go down (the reality of investing)

If you want to get really high returns from investing, you have to find the best stocks – well, that’s

5 common investing myths

There are many myths surrounding investing. Below are 5  of the most common ones we encounter at G3:

A lesson in listening to the so called experts & picking hot stocks

On April 6, 2015, CNBC host and best-selling author Jim Cramer wrote an article: “Jim Cramer’s Picks —

A long term lesson in residential property as an investment

Download the pdf to read: A Long Term Lesson in Residential Property as an Investment

The Hierarchy of Investor Needs

One step at a time. One summer in college I interned at an investment bank. It was the worst job

Investing for success

A recent article I read reminded me of the importance of investors understanding the crucial factors