Wise words from us

Read our latest blog posts, company news and media articles.

Hahei Beach

In humans we believe

In humans we believe

If you have been reading or listening to any market commentary over the last 6 months, you will no doubt have heard the term “investing for the long-term”. The last few months have been a real roller coaster which has seen valuations drop, along with investment assets. Here are our thoughts.

Morning Tea with C2C COVID-19

Morning Tea with C2C: COVID-19

Listen to the client webcast we held on the 8th of April as the C2C team chat about what’s happening due to Covid-19.

Why your kids ask for financial advice in their 30s

Why your kids ask for financial advice in their 30s

Recently, one of America’s largest life insurers (New York Life) did a survey of over 2,000 people to find out what they considered to be their largest financial mistakes, and how long it took to recover from them.

Why we never sell during down markets

Why we never sell during down markets

We know you’ve heard this before – in fact, you possibly heard it the last time you were in our offices – but we thought it useful to take a moment to again state very clearly why we never sell portfolios during down markets.

What does a cow and financial planning have in common?

What does a cow and financial planning have in common?

You may recall our principal Peter Lee’s epic adventure in 2018, walking the length of Britain with his wife Val? The walk sparked a new seminar series, called “The Long Walk of Life – Seven Steps to Achieving your Goals and Making Work Optional”.

Can money buy happiness?

Can money buy happiness?

Most people seek happiness. Some economists even think happiness is the best indicator of the health of a society. However, while money can make us happier, studies show that after our basic needs are met, it doesn’t make us that much happier.

It's OK to look away

It’s OK to look away

We are emotional beings, and make financial decisions based on emotion. Here’s what it means.

Top 10 reasons to plan

Top 10 reasons to plan

Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals.

Importance of planning

Importance of planning

Going through the process of constructing a financial plan is a valuable exercise for any business owner.

The smart way to be charitable

The smart way to be charitable

If you’re looking to donate in a structured way, there are definite advantages to using a donor advised fund like The Gift Trust.