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...
Mary and her husband divorced 20 years ago when she was 40 and she was left to care for their three children. She ended up working mainly in cleaning and supermarket jobs and as money was tight she has always rented rather than owning a home. Now approaching 60 she is...
Good Financial Advice Really Is A financial adviser works with you to create a plan to ensure that you and your family’s financial goals and objectives are not put at risk by any of life’s unexpected challenges, such as a serious illness disrupting your household...
Choosing a financial adviser can be a daunting prospect but the need for financial advice arises at times of change, such as buying a house, starting a family or preparing for retirement. Whether for investment, insurance or mortgages many New Zealanders still adopt a...
