Blog

Insightful articles on the world of finance and investing.

18 Aug 2019
Smile – You’re in the Happiness Top Ten!

There’s no hard and fast set of rules on how to be happy.  But if there were, a good one to include would be to live in New Zealand. We are in the World top 10 of happiest countries, according to the United Nations, beaten only by the Scandinavian five (Sweden, Norway, Denmark, Finland and Iceland), […]

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8 Aug 2019
How to retire with less golf and more satisfaction

This fascinating article by New York-based author and financial commentator Carl Richards turns the whole concept of retirement on its head and asks some thought-provoking questions which we all need to consider if we are within even ten years of retirement. Our thanks to Carl  for this article. Today, I want to talk to you […]

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1 Aug 2019
Second Quarter Market Update Released

Another three months have flown by, which means it is time for another one of our Adviser Scott Rainey’s much-anticipated quarterly market updates. In this informative video you’ll learn: Why New Zealand isn’t just a great place to live, but the NZ Sharemarket has also been good place to invest How two record OCR lows […]

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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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