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Why (and how) to keep your insurance policies during recession

1 December, 2023 | 0 Comments

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 team of registered financial advisers across Aotearoa works with clients from every walk […]

Should I have health insurance for my kids?

2 November, 2023 | 0 Comments

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 child with a high fever, ear or throat infection, or one of the […]

Conal’s Story: From hospital bed, to the World Transplant Games

22 June, 2023 | 2 Comments

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 having trouble sleeping. He could not fall asleep unless he was sitting upright due to difficulties […]

2022 reflections and lessons from the GFC

17 February, 2023 | 0 Comments

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. However, this is the 4th significant downturn I have seen as an […]

VIDEO: The power of diversification

9 February, 2023 | 0 Comments

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 demonstrates how a professionally managed portfolio can squeeze out extra returns in a rising and falling market. (This […]

New Year’s Resolution 2023

8 February, 2023 | 0 Comments

Hopefully everyone had a very merry Christmas and the new year is well underway, relaxing on a beach somewhere enjoying some sunshine. It is well known that this time of year is the time for resolving to make some changes to yourself and often these are in the health and financial areas, which are proven […]

The investment that’s hotter than Auckland property?

19 May, 2016 | 0 Comments

What kind of amazing investment could outperform the property market in this country? The NZ stock market as it turns out.

Retiring at 30?

5 May, 2016 | 0 Comments

Think the writer is a little naive really, but the essence of what he is saying is valid. Not so much retiring , but getting financially free is probably closer than a lot of people think….50 maybe, 45 if ambitious and only eat cabbage

Cure for Cancer?

18 April, 2016 | 0 Comments

  There has been lots of media interest recently in regards to a new generation of cancer treatments. These immune suppressant drugs, with names such as Keytrud, are a hope for a cure for some forms of cancer.   http://www.radionz.co.nz/national/programmes/insight/audio/201788862/new-cancer-drugs-and-funding-conundrums The drugs work by turning the bodies immune system to attack the cancer cells in […]

Investor Centre April

18 April, 2016 | 0 Comments

  The commodity slow down has affected the world over the last month or so, however investments have generally rebounded from the volatility of the start of the year.   There is still a lot of interest in what China is doing, as the world has relied on their growth to fuel their own economies. […]

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