Three big changes in a post-pandemic world

This information is copied from a recent Fortune magazine newsletter that we received.  Given that 2020 has been a big year, we thought we would share the information with you - as an indicator as what is ahead in the next decade.Fortune - CEO Daily NewsletterAccenture&...
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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...
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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...
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Asia - the powerhouse

July 31, 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...
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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...
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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...
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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...
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How do you know whether your investment portfolio is the most appropriate one for you? ...
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