Before You Invest

WE BELIEVE… that it’s best to adopt a sensible approach in planning your investments.  This will enable you to select the right investments to meet your goals at the right time, with an acceptable level of risk along the way.  But before you do this, you need to lay the foundations to look after yourself, Read more…

Just retired? Make the most of your nest egg with smart financial planning

For many people, retirement is their big goal. The endpoint of a lifetime of saving. The reward for years spent accumulating and investing. But what many may be surprised to discover is that, when you get there, the need for financial planning doesn’t go away. In fact, it can become even more important. Here are Read more…

Counting Down to retirement? Time to get your Financial Plan in place.

Through most of your life, retirement seems a long way away –some sort of ethereal mirage floating somewhere in the distance. Then suddenly you’re in your mid-50s and it’s just around the corner. How did that happen? The good news is that it’s not too late to get on the right track.  Here are a Read more…

Risk and Return

The relationship between risk and return is a concept that is often overlooked and misunderstood by investors. However, risk and return sits at the very heart of investing. All investments involve taking some risk. The risk of investing is essentially the chance of negative returns or receiving back less than you have invested. The potential Read more…

Chair’s Award

Pleased to be recognised at our advisers National Conference of the Institute of Financial Advisers (IFA). The certificate was awarded in recognition and appreciation of Paul Sewell for outstanding service and loyalty to the IFA and the financial services industry.  IFA recognises the quiet achievers with this award.  The volunteer who has dedicated their time, Read more…

Getting to know: Paul Sewell

LATEST HEADLINES After a stint in banking, it was a newspaper article that prompted Paul Sewell into financial advice. Friday, December 15th , 1:20PM by Susan Edmunds of Good Returns Who are you and what do you do? I am a Christian male, married to the love of my life – Katie. We have three Read more…

The New Zealand Economy is solid….

World equity markets — despite a setback at the outbreak of acute tensions over North Korea — have continued to make progress as the world economy continues to improve, particularly in the eurozone and Japan, and building on ongoing growth in the United States. Bond markets have also been encouraged by signs that central banks Read more…

Why so much interest in negative bond yields?

19 Jul, 2016 Categories: Economy, General, News I thought I had experienced everything as an emerging markets investment manager in Europe but negative yielding government bonds are a totally new phenomena. Very simply, when you buy a bond with a negative yield you are paying someone to hold your money. Effectively you get back less Read more…

Happy Birthday to an unloved Bull

There’s a saying that bull markets don’t die of old age. That’s a good thing because the current bull market, which celebrated its seventh birthday last week, is positively elderly. Seven years doesn’t sound that old, but the rally that world share markets have enjoyed since March 9, 2009 is the third longest (or oldest) Read more…

Many Kiwis are underinsured when it comes to health cover

Massey University found that 95 per cent of New Zealanders would rather insure their cars and homes than take up a low cost insurance policy, and only 20 per cent have income protection cover. Unfortunately, bad things do happen to good people. Having the right types and levels of insurance cover can

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