Thought Leadership

Articles and Useful Resources

The Wisdom of an Emergency Fund

21 May 2020 |

CNBC ran a story November last year, and unless you are a super-fan you probably didn’t see it or notice it.

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First-aid For Household Expenses.

There is no doubt that we are living in unprecedented times. Our globally connected world of fast and easy air travel has vanished for the foreseeable future, and even a...

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Should I invest, delay or drip feed into the market?

New investors are facing a dilemma.

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KiwiSaver – Don’t panic

02 Apr 2020 |

The KiwiSaver regime had only just started when the effects of the Global Financial Crisis filtered down to individual’s returns.

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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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