Tips and insights for your financial life

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

News & Views

05 Feb 2025

Baby-boomers are loaded. Why are they so stingy?

The mystery matters for global economic growth. - The Economist, 26 May 2024

News & Views

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…

News & Views

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…

News & Views

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…

“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

News & Views

08 Oct 2024

Unlock Your Ideal Retirement: Six Steps to Financial Freedom and Security

Retirement isn’t free, and planning for its starts now. Whether you’re 25 or 55, follow these six st…

News & Views

08 Oct 2024

What’s Next for the Markets and Economy After the Fed Rate Cut?

For investors with a time horizon beyond a few years, even Fed decisions can amount to just noise. D…

News & Views

10 Jul 2024

The Time and Temperament Recipe

Psychological profile, financials and time are the main ingredients in defining your appetite for di…

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Tips and insights for your financial life

How to manage your retirement savings in your golden years

Baby-boomers are loaded. Why are they so stingy?

Million-dollar question: How much cash do you need to retire?

Top 10 Risks and Opportunities for 2025

So, What Did You Do in The 2020s, Granddad?

Unlock Your Ideal Retirement: Six Steps to Financial Freedom and Security

What’s Next for the Markets and Economy After the Fed Rate Cut?

The Time and Temperament Recipe

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