Blog

Insightful articles on the world of finance and investing.

12 Jul 2019
All the financial advice you will ever need (on one page)

Here’s another excellent article from our own Andrew Nuttall.  This ran in last month’s local law society publication ‘Canterbury Tales’ and contains the sort of advice we’d love to see taught in High School, but is equally relevant to people of all ages. Jim Rohn, the author of ‘The Art of Exceptional Living’, once said, […]

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28 Jun 2019
Top 3 Most Common Challenges for Retirees

Most retiring baby boomers can expect to be “in retirement” for at least 20 or 25 years. Here are the top three challenges that are commonly faced by those entering retirement: 1) Lack of long-term financial resources. Many people lack the financial resources to finance their dreams of “25 years of fun,” and are postponing […]

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21 Jun 2019
Fear and Greed – the Enemies of Good Investing

This article was written by one of our Partners, Andrew Nuttall, and has just been published in our local Law Society journal ‘Canterbury Tales’. Recently we presented another financial planning workshop for young lawyers and of interest was a concept illustrated by Carl Richards, one of our colleagues, who writes a weekly column in the […]

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14 Jun 2019
What’s Your Financial Personality?

Russ Alan Prince, one of the world’s most published authors on the topic of private wealth, has put together this list of nine financial personality types.  We all fall into one of these categories, regardless of how much we are worth.  But the majority of the seriously rich among us fall into just three of […]

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31 May 2019
The Weekend of Gypsies and Queens

Tomorrow is Saturday June 1st.  For most of us this year it’s the first day of Queens Birthday – and our last opportunity to enjoy a long weekend for over four months. But for the country’s dairy farmers, 1st June is gypsy day – the day every year when any dairy herds which are shifting […]

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27 May 2019
Do Your Finances Spark Joy?

Unless you’ve been living in a cupboard for the last year or so, you’ve probably heard of Mari Kondo – currently featuring in the hugely popular Netflix series Tidying Up With Marie Kondo. Kondo is a Japanese organization guru and bestselling author who has risen to practically rock star status based on her expertise with […]

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8 May 2019
Riding the Rollercoaster – 2019 First Quarter Market Summary

For several years now, both our own Advisers and our accountants and other financial entities around New Zealand have looked forward to our Adviser Scott Rainey’s quarterly market summary.  This year we thought we’d share it more widely as the information is relevant to all of us – and the results are very interesting indeed! […]

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24 Apr 2019
The Anzac Spirit is Alive and Well

Tomorrow we commemorate Anzac Day, remembering those brave men and women who fought, and in many cases made the ultimate sacrifice, so we could continue to live freely. But for most New Zealanders (and particularly those of us who live and work in Christchurch), recent events that have shaken our feelings of safety and security […]

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12 Apr 2019
Is Your Will Up To Date?

As a regular contributor to the Christchurch law society magazine, one of our Directors, Andrew Nuttall, has recently written a thoughtful article about wills. Although aimed primarily at the legal profession, there is some great information here for all of us on a topic that, although none of us really want to think about it, […]

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29 Mar 2019
The Seven Hats of Financial Advisers

This article is in the next edition Canterbury Tales – our local Law Society publication – and is written by one of our Directors, Andrew Nuttall.  Although aimed at the legal profession, it does a great job of explaining the many ways we help our clients, which go far beyond investment advice. When people approach […]

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