by Dominic Sheehan, Financial Adviser and Head of Advice at Cambridge Partners. According to research conducted by the Exit Planning Institute, 75% of business owners ‘profoundly regret’ selling their business within one year, post transition⁽¹⁾. Why is this? I have seen clients sell businesses for millions of dollars – that should make you happy, right? […]
How to sell your business without regret Read More »
Towards the end of the calendar year, there’s a natural tendency in the financial media to look both back and forward – back on the events of the past 12 months and forward to what we imagine the coming year might hold. The assumption is we reach a transition point in December, and there is
2023: Another year that defied the experts Read More »
It was most appropriate that the fourth quarter of 2023 included Christmas, as it was indeed a quarter of many happy returns. Global share markets delivered strong gains as market expectations about the future trajectory of interest rates changed markedly over the quarter. While the consensus view in the September quarter was for interest rates
Economic Commentary Summer 2023 Read More »
International share markets rebounded with a strong rally over the final three months of the year. US inflation and economic growth rates both slowed further over the quarter, and Federal Reserve Chairman, Jerome Powell, indicated they were aware of the risk of keeping interest rates at restrictive levels for too long. This reinforced market expectations
2023 Q4: Key Market Movements Read More »
This month Cambridge Partners joined together with several of our key partners to celebrate Richard Austin’s contribution to Cambridge Partners, and his many years of service to the investment, finance, and accounting sectors in New Zealand. Richard’s career has spanned more than 35 years across the accounting and financial sectors, with Richard holding leadership roles
Farewell to Richard Austin Read More »
Retirement planning is core to what we do. Providing clarity to our clients through a robust Financial Plan that is understandable and can be followed is essential in helping you build a better future. New Zealand has no official retirement age but a common age to retire is 65. It’s never too early or too
How to retire: Your to-do list from 50 Read More »
Determining the right time to retire is difficult as there is no one-size-fits-all approach that can be adopted. It goes without saying the key determinant in deciding when to retire is having sufficient financial resources for the retirement you desire. Being in this position not only relieves stress but, more importantly, allows you to be
When should you retire? Read More »
Investing in the share market can often feel like a rollercoaster ride, especially when new transformative technologies emerge, and artificial intelligence (AI), which recently exploded into the mainstream domain, is no exception. In the year to date, share market returns for companies with significant investments in AI have been stellar. Nvidia, which specialises in AI
Lessons for investors in an AI future Read More »
Q3: 30 September 2023 After a generally good performance over the first half of 2023, international share markets gave up some of their gains in the July to September quarter. Slowing growth and the prospect of a sustained period of higher interest rates in the US weighed on the influential American share market, with the
2023 Q3: Key market movements Read More »
In some welcome news, the world economy is showing signs of resilience this year despite lingering inflation and a sluggish recovery in China. The International Monetary Fund (IMF) released its latest World Economic Outlook in July, noting that this resilience increases the odds that a global recession may be avoided. These signs of optimism may
Economic Commentary Spring 2023 Read More »
For more information, please click the ‘Read More’ button. To accept cookies from this site, please click the ‘Agree’ button.
