Author: Peter Dine
23 Jun Investing in a Post Covid-19 World
By Lance Dawber-Ashley, Financial Adviser - 24 June 2021 Covid-19 has affected all of us in one way or another. Naturally, we’ve focused on how it has affected the livelihoods, health and wellbeing of ourselves and the people around us, but it has also impacted investing...
07 Oct Will the new Trusts Act lead to an exodus of family trusts?
The new Trusts Act 2019 comes into effect on 30 January 2021 and there are important implications for most trusts including family trusts. The Act governing upward of 500,000 trusts in New Zealand replaces the Trustee Act 1956 which has been in place for more...
08 Jun Saturn Advice’s Approach to Responsible Investing
By Peter Dine 23rd June 2020 Responsible investing has historically been the domain of groups or individuals with very strong ethical views governing what they will (or more likely will not) invest in. Socially Responsible Investing and Ethical Investing are sometimes terms used to describe Responsible...
12 Apr What makes a good advice firm?
An Adviser’s perspective – Glenn Weston, AFA 18 February 2020 Tap-dancers need not apply…they may look and sound the part but seldom contribute to the bottom line! When meeting new clients for the first time, I ask: “Is this a new experience for you?” because it often...
05 Apr The risk of turning up late to the party
By Alister Pirie, AFA Based on my experience as a Financial Adviser over the past 31 years, financial advice firms usually receive strong inflows of funds leading into a market correction or crash. Many potential investors sit on the side-line watching equity markets rise during accommodative...
12 Feb Is the Novel Coronavirus infecting your investments?
By Peter Dine, 9 March 2020 The news is currently dominated by the Novel Coronavirus (COVID-19). It’s a highly contagious disease which has spread to around 50 countries and has infected more than 110,000 people around the world. China accounts for more than 70% of people...
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