Dec 20, 2021 | Retirement, Uncategorized
Achieving expectations and aspirations for retirement will be very challenging for the majority of New Zealanders unless they prepare and plan. That’s one of the main conclusions of the latest Retirement Expenditure Guidelines. The guidelines have been produced by...
Oct 18, 2021 | Uncategorized
Let’s say someone asks you a benign question such as, “Are there more or less than 100 countries in Africa?” What would your answer be? Most people would say, “less,” and they’d be right. You are then asked a follow-up question, “So how many countries are in Africa?”...
Jul 26, 2021 | Investment, Uncategorized
A question we’ve been asked quite a few times within the last year goes something like this, “So my son is investing on Sharesies. What do you think of them…?” It’s a great question and one we thought deserved an article of its own. Sharesies, Hatch and other digital...
Jun 21, 2021 | Uncategorized
The biggest concern amongst clients who have sought advice from me is whether they have enough money. The biggest value in getting financial advice from a qualified adviser, is the confidence to know that you do have enough, and more importantly, to know “what is...
May 13, 2021 | Uncategorized
This is an article written by Carl Richards, creator of Behaviour Gap This one is for all you yogis, meditators, and Buddhists out there. You want to achieve enlightenment? The key is not in down dogs and green smoothies. The key is budgeting. I know that...
Jun 6, 2019 | Uncategorized
Ever heard of a charity where some famous or rich person says that they’ll match your donation? If you give a dollar to the charity, they’ll match your donation so the charity gets two dollars. One group even did a study on the effect of this type of charity matching...
