Financial Planning
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...
21 May Is now a good time to invest during COVID-19?
Its always a good time to invest for your future. However, this needs to be qualified because the answer is a personal one....
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...
04 Apr Can I lose everything?
By Jean Strock AFA We are experiencing a classic Black Swan event in the markets, defined as an event that is unexpected, has a major impact and is difficult to predict. Certainly we never foresaw New Zealand being in a state of emergency and lock down...
15 Jan KiwiSaver savings – early access fish hooks
By Jean Strock, AFA KiwiSaver schemes have been successful in getting Kiwi’s engaged with and actively saving for their retirement. The FMA KiwiSaver Annual Report 2019 identified 2.9m people invested in KiwiSaver schemes as at March 2019 with total funds under management of $57bn, which has...