Category Archives: Uncategorised

Scams. The more your know, the less they grow
With scams on the rise, there has never been a more important time to be alert.* Make Money Work for
How do we ensure we achieve our financial ambitions in life 
Well for sure, there are no guarantees involved with this question and when it comes to financial planning and investing
SPIVA: the surprising results and what it means for you

One of the most persistent debates in the investment industry is whether investors are better to use passive or active

Timeless lessons from decades in finance
One of the major fund managers appearing within our client investment portfolios is Dimensional, and for very good reasons!  Dimensional
Online trading? Check your overconfidence at the door
A question we’ve been asked quite a few times within the last year goes something like this, “So my son
Time – it’s free, but it’s priceless!

A colleague recently posted a note on his LinkedIn profile, reminding me the value of time.  Take a look at

When The Magic Happens

It’s interesting that in times of adversity, innovation thrives!  Media often shares negative stories that we call ‘noise’, playing on

Trust Act – are you ready for 31st January 2021?

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

Trust Act 2019 – In or Out?

It really is decision time for professional trust service providers and many will already be ‘in the thick’ of supporting

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

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

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

To Be More Productive, Manage Your Time Like An Athlete

How do you focus? Carving out time for quality work has become more challenging as the technology designed to help

Amazing People Doing Amazing Things

We were honoured to be a sponsor again at this year’s Festival of Disability Sport in March and would like

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,

If you’re wondering why you’ve lost friends in adulthood, this is probably why

What a lot of people don’t appear to understand is that the single easiest way to make friends is to

7 Keys to a successful transition to retirement

1. Have a positive attitude towards your future If you have the ability to ‘roll with the punches’, you will

So why do I need Enduring Powers of Attorney?

Many New Zealanders don’t have a Will in place, and of those that do, we find fewer have established Enduring

Don’t Get Beaten Up!

Everyone wants to beat the market, but the fact is most people who set out to do so end up

Ten Misconceptions about Retirement

Transitioning to retirement is not just about ensuring we have enough money to last, understanding the emotions we’ll experience and

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 —

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