Category Archives: Retirement

It may feel like we are living in extremely uncertain times, and that we now lack control over many important

We hope this message finds you well and in good spirits as we approach the holiday season. As we gather

Just as a chef meticulously selects ingredients to create a masterpiece in the kitchen, achieving financial success requires careful planning

The United Kingdom’s Supreme Court has delivered an important judgement holding that where a customer has unequivocally authorised and instructed

Wills and Enduring Power of Attorney documents are among the most important legal documents, but are often overlooked.  Everyone from

As part of the Budget earlier this year, the Government surprised us with an announcement that it would raise the

As our clients know, we prefer to refer to evidence around how best to invest money, and there are many

It wasn’t so long ago that ‘retirement’ meant a hard stop in people’s lives. They would quit work, pick up

Financial stress is one of the most prominent drivers affecting New Zealanders’ physical, social, and emotional wellbeing, with a third

We are living in a time of extreme uncertainty and the anxiety that comes along with it. Against the backdrop

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,

By Karen Umland, Senior Investment Director and Vice President, Dimensional.   https://au.dimensional.com/ Recent conflict between Russia and Ukraine is an important

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

We have pleasure in linking you to an article provided by Belly Gully on the changes announced by the government

Trust Act changes – whilst we have been aware of modifications and additional obligations that come into force from the

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

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

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

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

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

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

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

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

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

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

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

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

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

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