The most common New Year's resolutions are getting fit and getting finances sorted. I wouldn’t take fitness advice from us, but as financial planners and licensed financial advisers, we’ve given advice to over 2,000 clients, completed hundreds of … [Read more...]
Why (and how) to keep your insurance policies during recession With mortgage rates and inflation rocketing in 2023, we know there are many families out there who are struggling with the cost of living and looking for ways to make savings. Our … [Read more...]
Should I have health insurance for my kids? Here in Aotearoa, parents and caregivers of young children are fortunate to have access to a public health system that provides free GP care to children aged 13 and under. Anyone who’s experienced a … [Read more...]
Conal's Story: From hospital bed, to the World Transplant Games Laying in a hospital bed, awaiting lifesaving surgery is where Nelson local Conal Beban, 42, decided he would compete in this year’s World Transplant Games. In 2017 Conal was … [Read more...]
2022 was the toughest year I have seen since starting in 2007. Unfortunately, through every cycle there is a clear out of the speculative assets which can blow back on the more robust ones. I feel for you as investors, particularly newer investors. … [Read more...]
VIDEO: The power of diversification Markets go up and markets go down, and diversification provides protection against total loss. However diversification can be used as a tool to generate excess returns in a volatile market. This video … [Read more...]
