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The financial adviser community can be a mixed-bag of success and failure. Anybody can decide to market themselves as a financial adviser, planner, or coach, with little-to-no qualification. Therefore, it pays to be cautious when entering a professional relationship with any consultant. Today, we go over the top five things to look for when choosing […]

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While some people may be reluctant to let a financial advisor make share investments – as they want to do their own research on the companies – others don’t want to do the research and are happy to leave the work to an expert. In this blog post, we’ll explain how investing in shares works, […]

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Many of us dream of a retirement that’s comfortable and enjoyable. Perhaps we envision spending a lot of time with our grandchildren, volunteering at a charitable organisation, or seeing more of the world on travel adventures. While this is the retirement that most of us dream about, many of us also put off planning the […]

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The image of financial success looks different to everyone, but we can all agree that a part of being financially successful is fulfilling our own personal financial goals – no matter what they may be. To do this, expert investors and financial advisors worldwide create financial plans with a strong investment philosophy at its foundation […]

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Research by Xero has shown that three out of four New Zealand business owners are intending to sell their businesses in order to fund their retirement. However, 30% of these people don’t think their businesses can survive without their help. And 47% of these business owners don’t have a succession plan ready. Every hard-working business […]

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Time is a luxury, which is why the adage to spend it wisely exists. However, it’s impossible to make all the right decisions, and often times when we’re asked if we could “redo” or “remake” any of them, we’ll conjecture that there’s at least one thing we would do differently. These may feel like regrets, […]

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Before starting any business venture, it’s important to carefully plan its execution and management. This step – financial planning – is crucial to attaining the business’ purpose and objectives. Financial planning is intricately tied to a business’ core processes. It’s a necessary practice for any business owner and should be done regularly, ideally before every […]

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From April to June 2017 diversified portfolios again delivered generally positive returns, although at a more subdued rate than investors have become accustomed to in recent quarters. For much of the second quarter major markets were relatively benign, perhaps distracted by the prolonged attention given to two very important elections in Europe. The first was [...]
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The financial industry is a magnet for jargon. Some of it can be useful, but some can be downright dumb. Top of the ‘dumb’ list would be a headline that has consistently appeared in many financial publications since 2009. That is, “The easy money has been made”. This comment gives the impression that the past […]

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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. This has implications for financial planning because one of the biggest issues we […]

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