Do your clients ask “Is my money invested responsibly?” I was recently asked my opinion on the question “is my money invested responsibly?” along with Rodger Spiller (Money Matters) and Simon Hassan (Hassan and Associates). Here are our three answers … Read More
Good Returns (dot co dot nz) asked me to introduce myself recently Here’s the Q&A: Who are you and what do you do? I am a financial planner based at Tamahere, south of Hamilton. My business offers comprehensive financial planning … Read More
New Zealand’s responsible investment managers are too focused on exclusions, a new white paper says Good Returns invited me (Janet Natta) to comment about “responsible investing missing the mark” – here’s the beginning of the article so you’ve got some … Read More
The seasons of share markets I was pondering on the current record highs of the share market (both in NZ and the USA) and I realised that the share markets basically have a lot in common with the seasons. At … Read More
#1 – Have a close look at your money management skills It is quite possible that you have gone from being a flush young person to a starving parent, and are heading back towards having a good disposable income again.
How to make sure you’re not one of the kiwis who miss out on their portion of $302 MILLION for 2017 Watch this short video to make sure you’ve taken steps to qualify regarding the government’s contribution to your KiwiSaver … Read More
Make sure you’re getting your full KiwiSaver tax entitlement Government Tax Credit An important component of any person’s KiwiSaver savings is the contribution that the Government makes each year, referred to as the Government tax credit. If you are aged … Read More
New Zealand is like “Godzone” Right Now In an economic sense, things in NZ seem to be progressing at a fast clip. Unemployment is at low levels, mortgage interest rates are at very low levels, inflation is low so … Read More
1. Clear all your high interest debt If you put your Christmas gifts on the credit card, pay it off as quickly as you can! Set money aside each payday for your normal bills (food, power etc) and … Read More
1. Make sure that your legal documents are in place and up to date Seek legal advice as early as you can about the implications of the diagnosis on your asset ownership structures. Ensure that wills are made, and also … Read More
Our investment clients know that we have been saying for at least 18 months that we are due for a market correction, and it appears that we currently have it happening. A market correction is not necessarily a bad thing! … Read More