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Inherited wealth often carries far more than financial value. This article explores how women can approach an inheritance with clarity, discretion, and purpose, protecting both choice and legacy along the way.
New Zealand shares have experienced both strong and challenging periods over the past decade and a half.
If you’ve ever stared at your KiwiSaver statement and wondered whether you’re in the right fund, you’re not alone.
The FIRE movement – Financial Independence Retire Early – has taken social media by storm.
For many people, investing feels like something reserved for the wealthy or the financially fluent. But the truth is, you don’t need a lot to get started. With just a little guidance, knowledge and consistency, you can begin building wealth today. In fact, if you’ve got a KiwiSaver account, you’re already doing it.
How a heart attack in Singapore taught me the value of having my affairs in order.
Every few months, a familiar debate resurfaces over dinner tables, in the media, or online. “Boomers had it easy.” “Millennials are locked out of the housing market.” “Gen Z will never retire.”
August is Money Month, and reviewing your KiwiSaver should be at the top of your financial to-do list. With more than 30 KiwiSaver providers and hundreds of fund options in New Zealand, many people simply don’t know how their chosen fund stacks up against others.
Let’s talk about shares for a minute. No matter how you invest, there are really just two ways to make money from owning shares.
Imagine trying to get fit. You could chase every new diet or workout trend, or you could follow a proven plan. The same goes for investing.
Have you recently used your KiwiSaver to purchase your first home? Perhaps you prudently moved your KiwiSaver to a balanced or conservative fund before withdrawal to minimise market volatility. But what happens after settlement day? For many Kiwis, KiwiSaver becomes a forgotten investment, potentially costing them hundreds of thousands of dollars in retirement savings.
Many firms set high minimum asset requirements – often $500,000 or more – before they’ll even consider taking on a client. We’ve taken a different approach. Here’s why.
For most business owners, their company represents the cornerstone of their financial future. Yet many postpone exit planning until it’s nearly time to sell. As a wealth adviser who’s guided numerous business owners through this process, I’ve seen firsthand how early preparation can dramatically impact both the sale price and the smoothness of the transition.
When clients tell me they plan to move to New Zealand, our conversation quickly moves beyond visa requirements to the complex financial implications of international relocation. At Cambridge Partners, we’ve seen firsthand how financial challenges can significantly impact how successfully people transition from living overseas to settling in Aotearoa.
Moving to a new country is a significant life change that requires careful planning, particularly regarding your finances. At Cambridge Partners, we’ve helped numerous clients successfully navigate the financial aspects of immigrating to New Zealand, especially those applying for parent retirement visas and temporary retirement visas. Our comprehensive approach ensures that your transition to New Zealand isn’t just successful from an immigration perspective but also provides you with financial peace of mind.
As a wealth management professional, I’ve observed that most people approach financial planning with a focus on immediate numbers – how much they earn, how much they can save, or what returns they might get.
In 2005, Peter Christman and Richard Jackim, wrote a book called ‘The $10 Trillion Opportunity’. The $10 Trillion in the title references the wave (or more precisely, tsunami) of business sales currently underway as baby boomer business owners enter retirement and look to sell their businesses.
AI is not new, but the effect that Generative AI and Large Language Models have had on the world in the last few years has been nothing short of revolutionary. Entire industries have been transformed overnight, and the breakneck pace of development shows no signs of slowing down – if anything, it seems to be increasing as the AI arms race ramps up.
Can artificial intelligence help pick stocks? More specifically, can investors use AI to determine the fair price of a stock or a bond? I bet a lot of people right now would say yes, given recent advances that allow for the processing of ever greater amounts of information.
I think my AI is better than all the other ones out there. My AI is the market.
The pressure is on. AI is a key strategic objective for businesses across every sector in New Zealand. Leaders are working at pace to understand the potential opportunities and risks, to make the most of this remarkable new tech.
International Women’s Day is an occasion to celebrate the various achievements of women and stands as a call to action for advancing women’s equality. While discussions surrounding the gender wage gap are commonplace, the gender wealth gap is a significant but often overlooked issue.
It’s never too late to do a KiwiSaver health check to ensure you’re on track to achieving your goals. In this article, we’ll provide tips for conducting your own KiwiSaver health check.
The pandemic showed the power of a previously unknown virus to spread through the global population, threatening health and creating economic mayhem. But few people appreciate the power and ability of bad information to go viral in a similar way, endangering their wealth.
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. Find out how to keep your KiwiSaver on track to achieve your goals.
Three Lessons from 100 Years of Capitalism