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 […]
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 […]
How to make the most of your KiwiSaver investment
KiwiSaver is one of those things nestled away accumulating money without much thought. But could it be working harder for you? It’s a powerful tool that can play a significant part in your overarching wealth strategy. It’s deducted before you see it (if employed), is contributed to by your employer, includes free money from the […]
Tips for surviving a recession
With increased talk of a recession making the rounds there’s no better time to start getting your finances in order and making plans for the future. In the first quarter to March 2022, our GDP fell by 0.2% and another fall in the June quarter would technically bump NZ into a recession. The best […]
Tips for investing in volatile times
The world can seem like a chaotic place right now, with COVID pandemic still to deal with, wars ongoing, and all flavours of political upheaval. All this can make the idea of investing seem too complicated. 2019 saw news about Trump’s impeachment, Brexit, North Korea, and Hong Kong protests, yet the market went up […]
Rethinking Life Insurance
Life insurance is that extra bit of help for the people that you care about in the event of your death. Here are a few things you might not have known about life insurance which just might encourage you to take another look at your cover. 1. Keeping your policy updated doesn’t always mean […]
