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Five quick investing must knows.

12 March, 2018

Five quick investing must knows

The recent market volatility has left some feeling nervous. The reality is it is a natural feature of markets ...
Embracing volatile markets.

14 February, 2018

Embracing volatile markets

Markets had a stellar start to 2018 until they were disrupted by some volatility that caught some surprise. Our Chief Investment Officer, Frank Jasper talks about this and has some tips to settle your nerves.
Could you be paying too much tax?.

12 February, 2018

Could you be paying too much tax?

Tax is a reasonably complicated subject. If you need to brush up on how tax is treated on Managed Funds and KiwiSaver then read our quick guide!
New year, fresh start.

12 January, 2018

New year, fresh start

Frank Jasper, Chief Investment Officer suggests how you can take a fresh look at your investment portfolio.
Financial advice is changing ... or is it?.

07 November, 2017

Financial advice is changing ... or is it?

James Paterson, our Head of Advice, offers perspective on why choosing an investment based on past performance isn’t necessarily the best approach.
The mum and dad bank.

13 October, 2017

The mum and dad bank

Millennials versus Boomers: research points to a difference between the two when it comes to inheritance expectations. Money after death is not something that we talk about easily, perhaps we should?
Chasing historical returns: a tempting but flawed strategy.

05 October, 2017

Chasing historical returns: a tempting but flawed strategy

James Paterson, our Head of Advice, offers perspective on why choosing an investment based on past performance isn’t necessarily the best approach.
When risk is worth it.

22 September, 2017

When risk is worth it

Carmel Fisher questions whether some risks are worth taking or not.
Revisiting insurance.

15 September, 2017

Revisiting insurance

Carmel Fisher revisits insurance — is it really worthwhile?
Removing the fear of investing.

06 September, 2017

Removing the fear of investing

When is it right time to invest? James Paterson our Head of Advice has a few suggestions to steady your nerves and help get you started.

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