The following are common issues or snippets that we notice in conversation with clients and other professionals. We wanted to share these with you so you, or your family, can avoid some potential pitfalls. • Property in a trust – is the insurance cover for the...
As valued clients, you are no doubt familiar with our role in providing insurance or investment advice, but the following article from the Institute of Financial Advisers explains why a financial plan can be so much more. Please feel free to pass this on to any family...
You may have juggled a zillion family responsibilities both in and out of the house but chances are your partner handled the finances, or dealt with advisers such as the accountant or lawyer. After a divorce or the death of your partner, you may not be prepared to...
This is Money Week and in-keeping with the theme this year we talk about making good choices about managing debt. Betty and Jim need to buy a new fridge costing $1,795, and have little savings except they are both over 65 and can access their KiwiSaver funds. The...
While real-world transactions have been slow to take off, Bitcoin has continued to be popular for black market uses like ransomware. Here is a look at the basics behind the electronic currency, which has come under recent scrutiny after hackers behind a global...
Warren Buffett is possibly the world’s most successful investor. Buffett is one of the richest men in the world and investors in his company, Berkshire Hathaway, have enjoyed outstanding returns over a long period. The secret to his success is not ‘sexy’; it is about...
