Types of Investments

The types of investments you should consider will depend on your investment profile which takes into account your personal circumstances and financial situation. It will also depend on your goals.

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AML & CFT – What’s it all about?

Operating as a financial advisory firm with an Authorised Financial Adviser meeting face to face with investing clients it is incumbent on me to ensure that we meet the requirements of the Anti Money Laundering and Counter Financing of Terrorism Act 2009 by providing suitable client identification prior to carrying out transactions.

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Mighty River Power Share offer

FAQs for potential retail investors

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Goals and Risk Tolerance

Get to know yourself. Everybody is different.
To choose the right investment strategy, you need to be clear about your own needs and what you are trying to achieve.

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INVESTMENT REVIEW – Presentation by NZ Funds

On Monday 8th April three members of the NZ Funds Management Ltd (NZF) team travelled up from Auckland and provided …

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Bill’s in the spotlight

WOW – We are extremely proud.  Bill has been published in the latest issue of ASSET magazine. Here he is …

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LUNCHTIME INVESTMENT BRIEFING & YOU ARE INVITED

Yes, we are doing it again, following the success of our previous briefing, we are delighted to invite you to …

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Why SAVE for Retirement?

For some of us Retirement seems a long way off. Many of us will be relying on NZ Super and our own savings for income in retirement. But how much do we actually need? This will depend on your own circumstances. What we do know is the sooner you start the more you will have.

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FMA Update “KiwiSaver – Are you getting the right advice”

FMA has launched a new consumer brochure to help New Zealanders understand the different types of services they may receive when investing in KiwiSaver shcemes or considering changing between schemes or funds.

Understanding the service you receive is the key step to making informed decisions about your money.

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Defaulting on $72,000 in KiwiSaver

Classical investment advice is that long-term investors should invest in growth assets (eg: shares and property) and switch gradually to income assets (eg: cash and fixed interest) as they get older. Growth assets should do well over long periods of time but they are volatile. Income assets produce lower returns over time but they are more stable. This strategy should result in a reasonable return at a reasonable level of risk.

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