Insights

  • 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......

  • If you’ve been following the financial press you may have read about the Royal Commission and its review of misconduct in the banking, superannuation and financial services industry in Australia. You may have also heard about the Reserve Bank (RBNZ) and Financial Markets Authority (FMA)......

  • This is an often asked and loaded question, a bit like asking how long is a piece of string, and the answer is “it depends….”  It depends on a lot of factors including what your future goals and investment objectives are. Without delving into specifics there are a couple of principles worth exploring....

  • KiwiSaver started on 1 July 2007 yet already there is a significant gap between the balances of men relative to women and this gap is growing rapidly....

  • ...

  • For many New Zealanders the perennial favourite places to invest are residential property (own home and rentals), and term deposits. Statistics from the RBNZ show that house-holds collectively invested $174bn in deposits with registered banks as at September 2018....

  • The Saturn business has made a commitment to professional standards and ethics in finance by applying for associate membership of the CFA Society New Zealand for all of its Advisers, Directors and administrators. In addition Saturn has two CFA Charterholders on staff, Operations Manager Byeongguk......

  • This article is part 3 of a series aimed to address some of the common topics our clients ask us to comment on. I hope the information provided will be useful to readers when contemplating financial decisions. Note that the information provided is not personalised......

  • Platinum Presentation to Saturn Clients, 1 August 2018 By Peter Dine, General Manager   There is no shortage of people trying to predict the down turn of stock markets. A quick google search is a testament to this.  Furthermore when it comes to financial markets,......

  •   by Shahrukh Abdali, AFA, CFA This article is the second of a series aimed to address some of the common topics our clients ask us to comment on. I hope the information provided will be useful to readers when contemplating financial decisions. Note that......

  • by Shahrukh Abdali, AFA, CFA This article is the first of a series aimed to address some of the common topics our clients ask us to comment on. I hope the information provided will be useful to readers when making financial decisions. Note that the......

  • Managing Director of Saturn Portfolio Management, John McConnell is pleased to appoint Peter Dine to the newly created position of General Manager of Saturn’s financial advice business. Mr McConnell said that “Saturn Portfolio’s financial advice business had grown strongly following the acquisition of the local Van......

  • By Jean Strock, AFA Several Saturn advisers attended the 2016 Responsible Investment Association Australasia (RIAA) conference, conveniently located opposite the Auckland office at the Hilton Hotel. The two key note speakers at this year’s conference were Simon Mackenzie the CEO of Vector Energy and Bronwyn......

  • For many years ethical or responsible investment was synonymous with poor returns.  Multiple studies now show that conforming to Environmental, Social and Governance (ESG) principles can have a positive impact on a company’s financial performance. How can ESG factors improve investment performance? ENVIRONMENTAL: attention to......

  • by Jean Strock AFA On Friday 15 July, I attended XX The High Cost Chromosome, a forum hosted by the Retirement Policy and Research Centre at the University of Auckland Business School. The forum examined the financial and retirement issues facing women who over their......

Want to know more?

Simply leave your details below and we'll get back to you as soon as possible.

X
Want to know more?