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 …

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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 …

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Fund Manager’s Insight

MPS – Global Income, Core Inflation, Dividend & Growth Portfolios plus NZ Funds KiwiSaver Scheme Growth Strategy   Global Income Portfolio The …

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Losing interest in your bank..?

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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 …

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February 2016 – Adviser Day

The next 6 monthly Adviser Investment Day is in Auckland on 23 February.  Following this event we will be communicating …

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Free investment review service 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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FMA media release – Life after work – ready or not

FMA-CFFC-Over-50s-Information-graphic.1[1] 150812-FMA-and-CFFC-survey-into-older-NZers-planning-and-expectations-for-and-experiences-of-retirement.1[1] New survey asks how well New Zealand’s older population is planning for retirement A new study shows that …

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Financial Market News – Sept 2015

Financial markets have been very volatile over the last few weeks. As of last valuation (28 Aug), the global equity …

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Building financial capability in New Zealand

The Government Statement on Building Financial Capability was released on 3 July 2015. The Statement sets out the Government’s approach …

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