Investment

05 Apr The risk of turning up late to the party

Posted at 21:29h in Financial Planning, Investment

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?

Posted at 02:27h in Financial Planning, Investment

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...

Posted at 01 Apr, 23:03h in Financial Planning, Investment

The value of financial advice

Posted at 16 Jan, 22:40h in Financial Planning, Investment

The retirement income gap – will a ‘No Frills’ lifestyle be good enough for you?

15 Jan KiwiSaver savings – early access fish hooks

Posted at 04:18h in Financial Planning, Investment

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...

Posted at 12 Jan, 03:28h in Investment

Fixed interest investments. Are you being compensated enough for the risks?

15 Nov Overcoming fear when markets fall

Posted at 01:58h in Financial Planning, Investment

Most of us would like to think we make rational investment decisions, right? Well here’s a chart courtesy of Russell Investments suggesting the opposite happens in practice. The area circled on the right hand side shows a big dip in the US share market in...

Posted at 09 Oct, 21:25h in Investment

Why its important for investors not to react to attention grabbing headlines

05 Sep Where to invest if not in property?

Posted at 05:13h in Financial Planning, Investment, Property Investment

This article is last of a series aimed to address some of the common questions regarding investing in New Zealand residential property. I hope the information provided will be useful to readers when contemplating financial decisions. Note the information provided is not personalised financial advice...

26 Mar What we mean by creating a richer life

Posted at 14:08h in Financial Planning, Investment

Through our financial advice and portfolio management we help our clients to make money, but on its own money is just a ledger entry or a pile of notes and coins. It is how money enables us to live the life we want that counts. A richer...