Decumulation of Assets in Retirement
You’ve worked hard building up to the day where you clock out for the final time to enjoy the fruits of your hard-earned labour. Retirement is the day we’ve all been planning for – but the transition from a saving mindset to spending can seem scary at first and requires a new plan: decumulation. It’s […]
Meet the team – Peter O’Rourke
With over 30 years of experience in financial services, Peter is dedicated to helping his clients achieve their financial goals. We’re delighted to welcome him onboard as our latest addition to the Wealth Team. From avid Warriors fan and explorer of New Zealand to helping clients realise their financial potential, we know you’ll enjoy getting […]
Diversification – your double-edged defence to greater long-term results
Are you protecting your long-term wealth with diversification? According to stats from the CFA Institute, only 21.4 per cent of U.S. stocks beat the market over 20 years from 1927 – 2020, illustrating the utmost importance of diversifying your portfolio and not relying on one ‘golden goose’ to bring you success. But what is diversification, […]
What you need to know about the new tax rules for trusts – by Stuart Baddeley
If you have assets held in a trust, you may be affected by the upcoming change in how they’re taxed. To ensure you’re up to date with everything trust and tax related, we’ve compiled a few key points on what you need to know and how you can be prepared for the change. For […]
Our top tips for long-term investing – by David Gumbley
Successful investing is not an overnight achievement but a life-long journey requiring patience and discipline. We know it’s easier said than done to just rely on patience, particularly when there have been many ups and downs throughout the share markets’ history. But over the long term, it can be a rewarding journey and a vehicle […]
Setting yourself up for financial success
There’s nothing like the satisfaction of a fresh start at the beginning of a new year. Everyone approaches New Year’s resolutions differently; they might involve healthy eating, more exercise, or spending more time with the family, but how much thought have you given to your financial resolutions? Here are a handful of simple tips for […]
Our top five budgeting tips for the holiday season
The holiday season can be an exciting time of the year but for some it can also bring on feelings of financial stress. Buying gifts for loved ones, hosting festivities or travelling to see friends and family can quickly add up causing unwanted strain or pressure on the finances. If this sounds familiar, check out […]
Is now a good time to sell your shares portfolio? By Brent Hunt
With a lot happening in the world right now, it can be a challenging time for investors. You might be wondering whether it’s the right time to leave your investments where they are or if it is time to move them into a lower-risk option, such as a term deposit. While the risks can’t be […]
How to save on your insurance premiums
[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.17.3″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”-12px|||0px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.17.3″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] Personal insurances such as Life, Income and Trauma cover are some of the most important safety nets when you and your family are going through tough times. Nevertheless, during times of high […]
Reasons to consider personal insurance in your 50s
[et_pb_section admin_label=”section”] [et_pb_row admin_label=”row”] [et_pb_column type=”4_4″][et_pb_text admin_label=”Text”] By the time you turn 50, it’s possible you’re entering a period of your life with more financial freedom than ever before. Many in this stage of life could be close to saying goodbye to their mortgage, or already paid it off, and their children are possibly […]
