As Financial Advisers, a common question we are asked, given the current market volatility and high inflation, is whether they would be better off investing in term deposits, given that New Zealand banks are now offering 5.50% – 6.00% per annum for a 12-month term deposit. The answer to this question is that investing in […]
Should I switch to Term Deposits? Read More »
David Booth, Executive Chairman and Founder of Dimensional Fund Advisors, discusses choosing the right Financial Adviser. With more than 10,000 Financial Advisers in New Zealand, how do you pick one? First, eliminate the stock pickers. Those are the people making predictions about which stocks will be winners and losers. Cross off the market timers, too.
Picking a Financial Adviser Read More »
As Financial Advisers, talking about money is part of our day-to-day operations. Coaching people through times of transition and guiding conversations around money values and the feelings involved is important when we meet with our clients. ‘Arguments over money are the second biggest reason that relationships break down or end in divorce’, says Bridgette Jackson
Money and relationships: Getting your financial house in order Read More »
How would you feel if you worked hard your whole life, but when it came time to retire, you didn’t have enough in your KiwiSaver to live the life you desired. ‘What I’m seeing at the moment, for clients that are planning for retirement, is that they don’t have enough in their funds to support
KiwiSaver: Keeping your retirement fund on track Read More »
Are you loving – or loathing – the thought of spending lots more time with your partner after retirement?! There’s nothing like suddenly being thrown together 24/7 to really shine a spotlight on your relationship. And the results are not always positive, as anyone who’s ever holidayed with a warring couple will confirm! Retirement expert
I married you for love – not lunch! Read More »
All the technical talk about investment and superannuation and asset allocation overlooks a few key principles for everyone – life is for living and it’s important to strike a balance in all things, including saving versus spending. Jim Parker from Dimensional – a highly regarded author and business journalist – has shared these great insights
Life is for Living Read More »
When it comes to industries, the investment industry is one of the more male dominated around. Because of this, many people just assume that men are better investors. They would be wrong. According to data from US financial services giant Fidelity Investments, women are actually superior investors. At least, that’s what US data appears to
Why Women Make Better Investors Read More »
For those that remember the film starring Morgan Freeman and Jack Nicholson “The Bucket List” in 2007, you will be assimilated to the term. However, simply put it is a list of all the things you want to do and a set of goals that you would like to achieve “before you kick the bucket”.
Creating Your Own Bucket List Read More »
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