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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Bill’s opinion on the current Greek debacle

In my own layman and humble opinion the other 18 Euro members won’t allow Greece to exit and will extend …

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New local equities manager for NZ Funds

New Zealand Funds Management (NZFM) has diversified its Australasian shares exposure, appointing an external locally-based manager in the asset class …

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Should I make extra voluntary KiwiSaver contributions?

Ask yourself this question “Do I want the money locked up until the age of eligibility?”

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Risks involved in investing

It’s impossible to avoid all risks when you invest. The important thing is to understand the risks and then keep within a level you are comfortable with. Here at ISN we have an online risk profiling tool which evaluates your tolerance to risk and your emotional composure. A two dimensional risk profile is assembled, showing how much risk you think you should take to meet your goals against how much risk you are capable of taking before changes in your investment(s) begin to impact on your emotional wellbeing. Contact ISN on whangarei@isnorthland.co.nz to request your free online risk profile.

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FMA Warning: Exercise extreme caution when dealing with General Equity

FMA warns any persons dealing with General Equity to exercise extreme caution before obtaining any financial services, or acquiring any financial products, from General Equity. In particular, FMA warns those persons to take into account that:

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Checklist for including property in a retirement portfolio

If you are thinking about adding property to your retirement portfolio, you may wish to consider the following:

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