Category Archives: Children & money

Let’s Talk Legacy: Engaging the Family in Financial Planning for the Next Generation

We hope this message finds you well and in good spirits as we approach the holiday season. As we gather

Investing During Inflationary Times – Does A Term Deposit Really ‘Cut It’
So, what is inflation? Investopedia describes it as “a rise in prices, which can be translated as the decline of
Scam Watch
It seems there are more sophisticated investment scams that regulators both here and in Australia are aware of.  Australians lost
Helping Loved Ones Through Rising Rates
Are you, your children or loved ones, concerned about their mortgage as a result of the sudden rise of interest
Retirement Ready

It wasn’t so long ago that ‘retirement’ meant a hard stop in people’s lives. They would quit work, pick up

Better Financial Behaviours By Those Who Receive Professional Financial Advice
Kiwis who seek out and receive professional financial advice, exhibit good financial behaviours more often than unadvised Kiwis.  According to
20 Ways To Jump Start Your Financial Future

  World Financial Planning Day is a global event to help raise awareness of the value of financial planning which

Worried About Stocks? Why Long Term Investing Is Crucial

We are living in a time of extreme uncertainty and the anxiety that comes along with it. Against the backdrop

The R Word – Resilience

By Romana Bell  Life is not always a sea of calm, but rather, at stages we will find ourselves in rough sea and

The Cost Of Trying To Time The Market

Whilst the stock markets and your portfolios may be volatile, the usual story of just ‘stay in your seats’ and

Markets Have Rewarded Discipline

Whilst there is always something happening around the world that feels like its in turmoil, when it comes to investing,

Sustainable Investing Strategies by Popularity
If you wanted to invest sustainably in the 1960s, your options were fairly limited. Sustainable investing strategies kicked off with
How do we ensure we achieve our financial ambitions in life 
Well for sure, there are no guarantees involved with this question and when it comes to financial planning and investing
Online trading? Check your overconfidence at the door
A question we’ve been asked quite a few times within the last year goes something like this, “So my son
Time – it’s free, but it’s priceless!

A colleague recently posted a note on his LinkedIn profile, reminding me the value of time.  Take a look at

When It’s Time For A Tune-up

My dad was a mechanic – a pretty good one from all accounts.  That’s him in the photo.  He’s always

BOMAD

Our world in 2019 is full of acronyms.  For a long while we have had SKI (Spending the Kids Inheritance)

What Dropping 17,000 Wallets Around The Globe Can Teach Us About Honesty

So picture this: You’re a receptionist at, say, a hotel. Someone walks in and says they found a lost wallet

Amazing People Doing Amazing Things

We were honoured to be a sponsor again at this year’s Festival of Disability Sport in March and would like

You have to stop cancelling and rescheduling things. Really.

A friend recently returned to his parked car to find it had been sideswiped. Now, every time he calls the

10 Tips for empowering children to be money smart

Encourage your children to work for their pocket money. When they are old enough, possibly around fourteen, encourage them to