Wise words from us

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What is Impact Investing?

Until recently, ethical investing primarily meant avoiding certain types of investments. However, investors are increasingly looking to actively favour industries and companies wanting to make a positive difference.

“Meet the Manager” webinar series – Pathfinder

In this “Meet the Manager” webinar, John Berry from Pathfinder shares their journey from the beginning, why they are so passionate about doing good for your pocket as well as for people and our planet. Pathfinder is a multi-award winning fund manager that have built a strong reputation for both their positive actions and their strong performance.

How can employers be more supportive of their employees?

Our director, Mark Holtom, joined Bryony Greenhalgh from Pathfinder in the recent Sustainable Business Network ‘Hot Take’ discussion to talk about some of the ways employers can be supporting their employees in this current economic climate. Here is the recording of the discussion.

Ethical Investing NZ wins award two years in a row

We were delighted to be named joint winners of the Best Ethical Financial Adviser award at the recent Mindful Money awards. This is the second year we’ve been a winner, as we won the 2022 award. While the ethical investment area continues to grow, there is still a lot of variation in what sound ethical investment means in practice. There remains, too, public concern over greenwashing and exaggerated claims around ethical investment.

“Meet the Manager” webinar series – Betashares

In this “Meet the Manager” series we’re hosting live discussions with fund managers to cover what they do, where they’re focused and examples of companies they’re invested in. In doing so, our clients learn more about the underlying funds where their money is invested. This month we’re talking with Betashares.

Bonds and their role in your portfolio

Bonds play an important role in all but the highest risk portfolios. They provide a predictable income stream, and typically do well in times of stress. That means they help offset declines in sharemarkets, so a portfolio that has shares and bonds will have fewer ups and downs than one which is all shares or…

Bank Bailouts

You may have read or heard over the last couple of weeks, the unfolding situation regarding two US bank failures and the subsequent impact it is having on global share markets. These events have been unsettling, but we believe that measures taken by the banking regulators should provide comfort, and the overall impact on your…

2023: a brighter year?

“So long and good riddance to 2022”, may have been the sentiment as 2022 turned into 2023. It certainly wasn’t a great year. War, inflation, rising interest rates, and economic bottlenecks led to poor returns in most types of assets. In fact, 2022 was unusual in the sense that shares and bonds both fell simultaneously,…

Kaitiakitanga is not in what you say, it’s in what you do and how people around you respond

As advisers, we are in a position of real privilege. Virtually alone amongst all professionals, we get to learn about our clients’ innermost thoughts and feelings. We are truly kaitiaki – guardians – of so much about them. Firstly, and perhaps most obviously, we are kaitiaki of our clients’ money. They come to us because…

Winner, 2022 Mindful Money Best Ethical Financial Adviser

We’re delighted to be named the Mindful Money 2022 Best Ethical Financial Adviser.

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.