Thought Leadership

Articles and Useful Resources

Market Timing: A guessing game - Don't miss the recovery

27 Mar 2020 | Investment Management

It was March 2nd 2009 and across America people woke up to the headline,"Stocks fall to lowest level since 1997 asDow drops below 6,800.”

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Playing the Long Investment Game

After discussing the KiwiSaver scheme with some friends recently over a coffee, it appeared to me that a lot of people have a limited understanding of the finer details of...

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COVID-19 Client Communication

“In the 20th century, the United States endured two World Wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks;...

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Women in Control 2

Having worked as a financial planner adviser with a wide range and number of women, both on their own and with partners, one thing that I have observed about women...

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Markets May Drop but the World Never Dies

12 Mar 2020 | Investment Management

It is important to remember the role diversification is playing in your portfolio. If you have $500,000 invested to a Moderate risk profile, then only around 30% is invested in...

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Having a Game Plan

When unsettling news is breaking, there’s a natural inclination among people to want to adjust their portfolios in response.When uncertainty looms larger than before and volatility spikes, investors can feel...

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How Corona Virus Could Effect Your Portfolio.

05 Mar 2020 | Investment Management

Within the first few months, the performance of markets and portfolios can be mixed. During SARS in particular, which was the first global pandemic to emerge in quite some time,...

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Women in Control

Recently I had the sad experience of dealing with two women who both had less than $100,000 in savings and were asking how they could increase their savings quickly prior...

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Attention all Settlors and Trustees - Significant Changes to Trust Law

23 Jan 2020 | Estate and Tax

A brief summary of some of the Key ChangesDisclosure ObligationsTrustees now have a positive obligation (in most cases) to notify the beneficiaries of the trust i.e.

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Peace of Mind

Some of the many benefits the right adviser can bring to clients' lives are: acting as a sounding-board during life’s turning points, uncovering what’s meaningful to you and making wealth...

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