Category Archives: Learning something new

The poor plight of investors that switched from Term Deposits during COVID 

It’s a little detail you may have missed, and even if you heard it, you probably gave it no more

Six Simple Mind Tricks For Dealing With Uncertainty

It may feel like we are living in extremely uncertain times, and that we now lack control over many important

“Cooking Up Success: Crafting Your Financial Recipe for a Prosperous Future”

Just as a chef meticulously selects ingredients to create a masterpiece in the kitchen, achieving financial success requires careful planning

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
UK Supreme Court Delivers Milestone Judgement On A Bank’s Duty To Follow Customer Instructions

The United Kingdom’s Supreme Court has delivered an important judgement holding that where a customer has unequivocally authorised and instructed

What Is The Success Rate Of Actively Managed Funds?

As our clients know, we prefer to refer to evidence around how best to invest money, and there are many

The Year That Wasn’t
Jim ParkerVice President - Dimensional As an eventful year in markets nears its close, analysts are being asked about theirexpectations
Five Ways To Combat Financial Stress During Uncertain Times

Financial stress is one of the most prominent drivers affecting New Zealanders’ physical, social, and emotional wellbeing, with a third

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

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

Navigating Geopolitical Events

By Karen Umland, Senior Investment Director and Vice President, Dimensional.   https://au.dimensional.com/ Recent conflict between Russia and Ukraine is an important

A Tribute to Financial Planning

If I could have just one more day I’d remind myself again to play For life is not about just

Wall Street VS Main Street
What is the relation between the economy and the stock market? Here is a comparison between S&P 500 returns and
What Is Important About Money To You
Whilst this may be an uncomfortable question to ask yourself, and it can certainly feel awkward when we ask it
Infrastructure Megatrends: The Clean Energy Transition 
Demand for clean energy is ramping up as a majority of countries target 2050 as the year to achieve net-zero emissions. But
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
SPIVA: the surprising results and what it means for you

One of the most persistent debates in the investment industry is whether investors are better to use passive or active

Timeless lessons from decades in finance
One of the major fund managers appearing within our client investment portfolios is Dimensional, and for very good reasons!  Dimensional
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
5 phrases to use to improve your emotional intelligence and relationships at work 
This article is written by Bill Murphy Jr. Many of us overuse "I'm sorry" when we should be using the
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

Introducing The Financial Resilience Index

The Research The Financial Resilience Index uses five key financial indicators to gain insight into how Kiwis feel and think

Getting A Pass Mark

Garrison Keillor is a US author who created a fictional town for a US radio show. The town was called

To Be More Productive, Manage Your Time Like An Athlete

How do you focus? Carving out time for quality work has become more challenging as the technology designed to help

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

Visualising The Happiest Country In The World

Whatever our woes may or may not be, here in New Zealand, us Kiwis have come out with a pretty

Recent Market Volitility October 2018

In the first three weeks of January 2018 alone the S&P 500 crossed ten new record closing highs in 13

We Could All Learn Something From Jack Bogle

Jack Bogle, the legendary founder of Vanguard, passed away 16 January 2019 at age 89. He may not be the

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

So why do I need Enduring Powers of Attorney?

Many New Zealanders don’t have a Will in place, and of those that do, we find fewer have established Enduring

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