Category Archives: Retirement transitioning

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

“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
There’s No Time Like The Present – The Importance Of Wills And Enduring Powers Of Attorney

Wills and Enduring Power of Attorney documents are among the most important legal documents, but are often overlooked.  Everyone from

Scam Watch
It seems there are more sophisticated investment scams that regulators both here and in Australia are aware of.  Australians lost
Retirement Ready

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

The Year That Wasn’t
Jim ParkerVice President - Dimensional As an eventful year in markets nears its close, analysts are being asked about theirexpectations
It Will Never Happen To Me
According to recent articles, 3,400 people or more are injured on Christmas day –  costing over $3million!! New bikes, trampolines
Do You Know What Is Important To You And Why
A few times recently we’ve had the privilege to be part of a conversation with clients and friends over a
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
Meeting With Your Financial Advice Professional For The First Time?
Congratulations! You've decided to take control of your financial life. You've researched your options, asked a lot of questions, and
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
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

The bumpy road to the market’s long-term average
Since 1980, the Australian stock market has rewarded investors with an average return of about 13%.   Annual returns came
Trust Act – are you ready for 31st January 2021?

Trust Act changes – whilst we have been aware of modifications and additional obligations that come into force from the

Do NOTHING with your investments………ride the storm…

We have all heard of ‘walls of worry’ and in the investment world, the media and all the hype focus

The Chinese Coronavirus and its impact on Global Share Markets

In recent weeks, concerns have grown about the potential effect of a spreading coronavirus on the global economy and on

Living In Fear Of A Market Downturn?

Maybe we will have a recession, maybe we won’t—but be wary of predictions on how markets will behave. It’s a

BOMAD

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