Blog

Insightful articles on the world of finance and investing.

16 Feb 2018
Take 3 hours to sort out the rest of your life

If you’re within ten years of retiring, or have recently retired, you’ll know exactly what you’re retiring from – and why. But the big question is, how well do you know what it is you’re retiring to? Taking a few hours to build a much clearer picture of how you are going to spend this […]

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8 Feb 2018
Phillippa Wilberforce, you will be missed

It is with great sadness that we inform you, that after a short illness, Phillippa Wilberforce has lost her battle with cancer. Phillippa was CEO at Cambridge Partners (formerly Bradley Nuttall) from October 2014 to November 2017 when she elected to take medical retirement due to ill health. Phillippa was a well-respected and inspirational leader. […]

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18 Dec 2017
Fulfilling vs. Time-Filling

Time seems to be of the essence when you retire and what you do with that time now becomes a decision what you will do with it. Yet, there is a big difference between “time-filling” activities and “fulfilling” activities. With 168 hours in a week, 56 hours of that roughly spent sleeping, leaving you 112 […]

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15 Dec 2017
Do you know what you are entitled to?

It is the time of year where we begin to reminisce on the year that 2017 has been. A main feature for New Zealand has, as it does recurringly, been the election. As both major parties tried to win over the public, superannuation was one topic that was heavily debated. At the time this all […]

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12 Dec 2017
Why Women Make Better Investors

When it comes to industries, the investment industry is one of the more male dominated around. Because of this, many people just assume that men are better investors. They would be wrong. According to data from US financial services giant Fidelity Investments, women are actually superior investors. At least, that’s what US data appears to […]

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1 Dec 2017
Creating Your Own Bucket List

For those that remember the film starring Morgan Freeman and Jack Nicholson “The Bucket List” in 2007, you will be assimilated to the term. However, simply put it is a list of all the things you want to do and a set of goals that you would like to achieve “before you kick the bucket”. […]

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26 Nov 2017
Five Keys to Unlocking Financial Comfort

With the world being fast paced, there are many changes that are occurring constantly that can have us worrying about the future and whether the past has prepared us. One of the biggest changes in your life is retirement. It marks a new phase in your life, as did leaving home or moving into a […]

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12 Nov 2017
Work and Retirement: No Longer Oxymoronic?

During the last years before we retire, we may have fleeting thoughts about how nice it would be to not work. Finally, without work there would be time for the activities that we only get a chance to do in the weekends or annual leave. But we must consider work with a glass half full […]

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27 Oct 2017
The 8 Different Stages to a Happy Retirement

Although many pre-retirees look forward to retirement as one long (well-earned) vacation, in reality there are often six to eight different phases. Fantasy The fantasy stage is those last years of work prior to retirement. The concept of a retirement lifestyle is more fiction than fact, but right now you dream about all of the […]

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4 Reasons Why Women Need to Be Invested in Their Families’ Financial Situations

Men are often said to have more familiarity with financial matters, but there is more than a 90% chance that at some point the woman will be the sole financial decision-maker in the household. Why is this the case? Women live longer. Women born today are expected to outlive men by almost four years (Statistics […]

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