Archive for the
‘Succession Planning’ Category

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 […]

READ MORE →

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 […]

READ MORE →

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 […]

READ MORE →

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, […]

READ MORE →
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 [...]
READ MORE →

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 […]

READ MORE →
color
https://cclonline.co.nz/wp-content/themes/larch/
https://cclonline.co.nz/
#41a8b5
style1
scroll
Loading posts...
/srv/cclonline.co.nz/
#
on
none
loading
#
Sort Gallery
on
yes
yes
on
on
off
on
off