Having previously focused on your money in retirement, this month we look at managing costs and savings pre-retirement. It can be too easy to slip into a comfortable state when debts have reduced, the kids have left home and pressure on the household income reduces. ...
Recently a Facebook post by Grant Robertson, Labour MP for Wellington Central caught my attention. It gave two quotes predicting results of the Government’s Budget for 2015, cutting the $1,000 Kick-start: “The removal of the $1,000 Kick-start contribution will not...
To get the best out of your retirement savings you need an understanding of the sources of income, how to produce and protect it. Capital preservation is also key; retirees cannot afford to spend their money too early or too quickly. If you erode your capital base...
This At A Glance brings you a summary of investment markets over the previous quarter. Please contact your Financial Adviser if you have any questions or need further information. Download printable copy here – May 2015...
What do I need to consider Now you are either ‘retired’ or approaching retirement, you should be viewing your portfolio differently, not just where you invest, but how you decide to invest and what to invest in? Your investment portfolio balance is simply a means to...
