Thought Leadership

Articles and Useful Resources

The Golden Ticket Trap

16 Jun 2020 |

The notion that the path to long term wealth is in locating secret and previously undiscovered treasures in the global marketplace of securities is one that regularly features in market commentary.

READ MORE

An Alternative Way of Thinking About Risk

11 Jun 2020 |

In the investment world there is an assumption that you need to be invested 100%, 100% of the time.

READ MORE

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.

READ MORE

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...

READ MORE

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

New investors are facing a dilemma.

READ MORE

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.

READ MORE

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.”

READ MORE

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...

READ MORE

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;...

READ MORE