News & Articles
Mike Staal Appointed to Code Committee: Annabel Cotton, Commissioner for Financial Advisers has appointed a 10 Member Code Committee to develop practice and competence standards for financial advisers in New Zealand.
Peeyush Gupta from IPAC Australia was interviewed by The Otago Daily Times following a recent NZFP Roadshow. He advises a Return to Core Values.
Listen to Wall Street columnist Brett Arends on Radio New Zealand National's Nine to Noon programme from 17 October 2008 - He argues that there is "Panic in the Markets" and shares have fallen below their true worth.
Looking for some more comments on getting Sane, Sound and Sensible Planning advice, visit sensibleplan.blogspot.com
Congratulations to Dennis Keall on being awarded a Queen's Services Medal for Herpetology. See the Hutt Valley News article here - Guardian to Geckos, Skinks
Do you need to know more about KiwiSaver? It is a good idea to speak to a financial planner before making any decisions. Check out this Basic KiwiSaver Guide for some more information.
Investment Tax Changes Confusing? Your accountant or tax adviser is the best person to speak to about your specific circumstances. Here is a PIE Tax Guide for some basic information.
Topics of Interest
| Altering investments to
minimise tax is a good idea, but it is important that all investors
consider their entire portfolio, goals, objectives and risk profile,
before doing so. Tax and Investing |
With the advent of
KiwiSaver there is a need for greater education to help people
understand and appreciate some broader financial issues. Saving Enough for Retirement |
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| We have become accustomed
to seeing children living at home longer and longer, thereby saving on
living expenses. In some cases, parents are scrimping themselves to
provide money to their adult offspring... Helping Children for Too Long |
Why is it some people will
gleefully abseil off a 50 metre cliff face when others wouldn't be
caught within 5 metres of the edge? The Risk of Not Understanding Risk |
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| There are many issues to
cover when talking to people about financial planning issues, but one
that crops up more frequently than others is... How much money do you need to live on in retirement? |
Negative comments about
Managed Funds abound. But is this negativity well founded. or are
they simply misunderstood? What are Managed Funds? |
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| Retirement is something most of us plan to do at some stage. For some, it is a targeted year,
some focus on retiring much earlier and others not at all. What's on Your Pre-retirement List? |
Why did people invest in
finance companies that failed? Didn't they get advice? Finance Company Failures |