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Hahei Beach
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…
We’re delighted to be named the Mindful Money 2022 Best Ethical Financial Adviser.
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.
Many investors are wondering what the impact of the Russian invasion of Ukraine might mean for investments. Here are our thoughts, from a financial and then an ethical perspective.
Market performances were mixed in the December 2021 quarter.
View the webcast we held on the 22nd of October as the C2C team discuss investment markets and underlying themes.
View the webcast we held on the 20th of May as the C2C team chat about the budget, what it means to NZ and investors.
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.
Success as an investor starts with the key questions of why, what, where, when and how.
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.
The investment industry is responding, first with a much-improved range of products and more latterly with simple ways for people to find out more.
The purchasing of material possessions makes us happy, but the feeling wears off, sometimes with astonishing speed.
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.
Did you realise the way you invest could have a significant impact on our planet’s future?
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”.
Over Labour Weekend, Peter Lee our CEO was part of a team of conservation volunteers who worked on the island sanctuary of Tiritiri Matangi off the coast of Auckland.
If there is one lesson to be learned, it is that forecasters rarely get it right!
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.
Canadian firm Farnam Street’s concise summary.
When investment markets bounce around, ask yourself a few key questions.
Why having all your eggs in one basket isn’t a great strategy.
A recent poll shows the majority of New Zealanders want their KiwiSaver scheme to take into account environmental and social as well as financial considerations.
We are emotional beings, and make financial decisions based on emotion. Here’s what it means.
Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals.
Going through the process of constructing a financial plan is a valuable exercise for any business owner.
However, once children become adults, is it right to keep supporting them financially?
If you’re looking to donate in a structured way, there are definite advantages to using a donor advised fund like The Gift Trust.
