The key ingredients that make it more likely you can relax and enjoy your life after work have been revealed in an FMA survey of older New Zealanders. The FMA commissioned Colmar Brunton to survey New Zealanders aged between 60 and 74 years, to find out their...
Understanding Returns and Gains In our last article Bob and Linda were trying to decide about buying a property for retirement in Central Otago in 7 to 10 years’ time. Weighing everything up it seemed to make sense to wait and buy nearer retirement time as the cycle...
Bob and Linda – Part 2 – To buy or not to buy! Bob and Linda are both 55 and have recently received a $300,000 inheritance. They are considering buying a holiday home in Central Otago and as prices are increasing they feel if they don’t buy now they may...
Bob and Linda – Look at buying a holiday home. Bob and Linda enjoy a family camping holiday every year. Recently Bob’s mother died leaving them $300,000. A number of their friends have holiday homes and they feel that this gives them an opportunity to get their...
Dave and Mary’s Story – Worry or Peace of Mind Dave’s back injury of 30 years prevented him from being able to do physical work so they sold the family farm. With $1.5 million in the bank after paying debts they purchased a lifestyle block for $1 million so Dave...
The Crucial Investment Lesson in Trumps Election Upset The mainstream media were wrong. The polls were wrong. The pundits were wrong. Now everyone has their views; the markets will peak in nine months, investors will sell all their shares, US inflation will soar and...
