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As 2024 comes to a close, it’s the perfect time to take a step back and evaluate your financial situation

For the majority of us, when the renewal notice for our personal insurance policy arrives, it is an eye-rolling event. 

On 30th May, the New Zealand Government released the National Budget 2024. We haveshared below highlights of the Budget which

Many people think they need to have a large lump sum of money to invest before seeking advice from a

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

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

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

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

As part of the Budget earlier this year, the Government surprised us with an announcement that it would raise the

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

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

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

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

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

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

It’s interesting that in times of adversity, innovation thrives!  Media often shares negative stories that we call ‘noise’, playing on

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

It really is decision time for professional trust service providers and many will already be ‘in the thick’ of supporting

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

Gender equality has yet to be achieved in terms of financial planning, even though women’s wealth has been growing rapidly

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

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

Dec 19, 2019 EQUITY INVESTING INVESTMENT PRINCIPLES The year 2019 served up many examples of the unpredictability of markets. The

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

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

We are now into double digits of being in business and we would like to thank all our clients and

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

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

We get asked quite a lot about whether to invest in a rental property for income and future capital gain,

What a lot of people don’t appear to understand is that the single easiest way to make friends is to

1. Have a positive attitude towards your future If you have the ability to ‘roll with the punches’, you will

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

Everyone wants to beat the market, but the fact is most people who set out to do so end up

Transitioning to retirement is not just about ensuring we have enough money to last, understanding the emotions we’ll experience and

On April 6, 2015, CNBC host and best-selling author Jim Cramer wrote an article: “Jim Cramer’s Picks —

One step at a time. One summer in college I interned at an investment bank. It was the worst job