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Tips and insights for your financial life

04 Apr 2025
Sharing Too Much
Young digital natives are vulnerable to online scams too. Diana Clement, Hearld on Sunday, 16 March …
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04 Apr 2025
Love It or Leave It?
Should you downsize your home or investment property? NZ Herald, 27 February 2025
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04 Apr 2025
Money Secrets Laid Bare
Being honest about money matters is vital for any healthy relationship, writes Lynda Moore. Informed…
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05 Feb 2025
How to manage your retirement savings in your golden years
Managing money in retirement is no mean feat. – Diana Clement, NZ Herald, 19 January 2025
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05 Feb 2025
Baby-boomers are loaded. Why are they so stingy?
The mystery matters for global economic growth. - The Economist, 26 May 2024
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“John has been my financial adviser since I came to New Zealand from the UK six years ago. He has looked after my and my wife’s pension, life insurance, and income protection with expertise, as well providing valuable general financial advice. He is always friendly, reliable and responsive. I would highly recommend him.”
Dr Paul Dawkins
05 Feb 2025
Million-dollar question: How much cash do you need to retire?
The modern mantra suggests you need $1 million to comfortably retire, but experts say it’s not quite…
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16 Dec 2024
Top 10 Risks and Opportunities for 2025
As we head into 2025, here are some of the themes we believe will dominate portfolios. Chris Di Leva…
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08 Oct 2024
So, What Did You Do in The 2020s, Granddad?
Term deposits could be the saddest story you share with family in years to come, but it’s not too la…
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