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...
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...
Ben recently took out a mortgage and as part of that process the lender encouraged him to also take out an insurance policy. As a young single guy he was surprised at the $70 fortnightly premium, but agreed to proceed as the insurance package seemed part of the...
