Many people think they need to have a large lump sum of money to invest before seeking advice from a
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
Financial stress is one of the most prominent drivers affecting New Zealanders’ physical, social, and emotional wellbeing, with a third
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
By Karen Umland, Senior Investment Director and Vice President, Dimensional. https://au.dimensional.com/ Recent conflict between Russia and Ukraine is an important
One of the most persistent debates in the investment industry is whether investors are better to use passive or active
A colleague recently posted a note on his LinkedIn profile, reminding me the value of time. Take a look at
It’s interesting that in times of adversity, innovation thrives! Media often shares negative stories that we call ‘noise’, playing on
Trust Act changes – whilst we have been aware of modifications and additional obligations that come into force from the
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
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
How do you focus? Carving out time for quality work has become more challenging as the technology designed to help
We were honoured to be a sponsor again at this year’s Festival of Disability Sport in March and would like
We get asked quite a lot about whether to invest in a rental property for income and future capital gain,
What a lot of people don’t appear to understand is that the single easiest way to make friends is to
1. Have a positive attitude towards your future If you have the ability to ‘roll with the punches’, you will
Many New Zealanders don’t have a Will in place, and of those that do, we find fewer have established Enduring
Everyone wants to beat the market, but the fact is most people who set out to do so end up
Transitioning to retirement is not just about ensuring we have enough money to last, understanding the emotions we’ll experience and
On April 6, 2015, CNBC host and best-selling author Jim Cramer wrote an article: “Jim Cramer’s Picks —
One step at a time. One summer in college I interned at an investment bank. It was the worst job