Adviser Investment Day update
We promised to report back to you following our recent attendance at the bi-annual Adviser Investment Day in Auckland. Our …
Are all of your KiwiSaver contributions getting into your KiwiSaver account?
Your KiwiSaver contributions are deducted from your after tax pay and retained by your employer who is then obliged to …
Mary Holm – Low rates no reason to buy property
NZ Herald 20 February 2016 – well worth reading click here: Mary Holm – Low rates no reason to buy property.pdf …
NZ Funds CIO Report – 5 reasons why clients should not panic
NZ Funds CIO Report explains why markets are falling and gives clients 5 reasons why they should not panic. A …
Tanking, an interesting insight into the current and curious correlation between prices and the sharemarket.
ISN PERSPECTIVES – This is an article we’ve read that has caught our attention. http://www.newyorker.com/magazine/2016/02/08/tanking The views and recommendations expressed …
Fund Manager’s Insight
MPS – Global Income, Core Inflation, Dividend & Growth Portfolios plus NZ Funds KiwiSaver Scheme Growth Strategy Global Income Portfolio The …
Merits of Investing in Advice
Getting on top of it. If it transpired that your level of debt wouldn’t be paid off until after you …
February 2016 – Adviser Day
The next 6 monthly Adviser Investment Day is in Auckland on 23 February. Following this event we will be communicating …
It is important to remember why we insist on REGULAR REVIEWS
At every review we will revisit your Risk Profile, and together with your age and any spending needs you advise …
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