It really isn’t possible to ‘time’ the markets – investors with $1.4 billion in KiwiSaver funds learned this in March
June 15, 2020
It really isn’t possible to ‘time’ the markets – investors with $1.4 billion in KiwiSaver funds learned this in March
When we meet with our Membership Fee clients on an annual basis, we consider the risk profile that their investments are invested in. As your life changes, this may change. We encourage our non Membership Fee clients to engage with us to discuss your risk profile...
Coronavirus world, economic outlook and investments
May 11, 2020
Coronavirus world, economic outlook and investments.
This is a newsletter that was sent out on Monday May 11th 2020, to Moneyworks Financial Planning and Investment Clients that we work with on an ongoing basis. It has quite a lot of interesting information, so we thought we would share it with you this month.The fancy f...
Asia - the powerhouse
July 31, 2019
Esports - a rising phenomenon
May 4, 2019
When I was much younger (a teenager and in my 20's), I couldn't believe that my parents didn't 'get' the things that were important to me. I recently read an article that brought home to me that I am indeed half way through my 6th decade and that there are many things tha...
Fixed interest – risk and return – CoCo’s and bank hybrids
February 22, 2016
Part of the volatility on international financial markets since the start of 2016 has been related to the concern about the highly leveraged European banks and whether they will be able to pay the interest on the CoCo’s (Contingent Convertible bonds) that they have issued...
KiwiSaver fees - how important are they really?
November 27, 2013
With the recent release of the new Sorted KiwiSaver Fund Finder (see the following blog post How is your KiwiSaver going?) several prominent commentators have been vociferous in their opinions that 'total fees are the most important factor' in choosing your KiwiSaver provid...
How many assets can you hold on to if you go into residential care?
October 14, 2013
With the recent Court decision about how much 'gifting' can be protected from residential care subsidy assessment (Gifting to Trusts and Residential Care Subsidies – you can gift less than what you might think… ) we thought it would be useful to provide an update on how...
Risk Assessor for KiwiSaver - OnePath SIL KiwiSaver
January 25, 2013
How do you know whether your investment portfolio is the most appropriate one for you?
...
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