Category Archives: Retirement

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

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

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

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

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

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

You have to stop cancelling and rescheduling things. Really.

A friend recently returned to his parked car to find it had been sideswiped. Now, every time he calls the

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

Pension Flexibility at 55

In 2015 the UK government introduced a rule that anyone with a UK personal pension could access their whole fund at

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

Why plan for your retirement now?

“I am living so far beyond my income that we may almost be said to be living apart”. E.E.Cummings. Why