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Wealth Management Articles

Is it time to re-think your relationship with cash?.

01 May, 2015

Is it time to re-think your relationship with cash?

While individual investors often think cash is king, few investment professionals agree. But cash has some good qualities when used appropriately. As with anything, moderation seems to be the key.
Millenials investment attitudes at odds with baby boomers.

24 April, 2015

Millenials investment attitudes at odds with baby boomers

Attitudes towards savings and investments have changed over the generations. Fisher Funds discusses what has influenced these changes and what it may mean for markets in the future.
The pension vs property debate.

07 April, 2015

The pension vs property debate

It has been suggested both in the UK and Australia that young people should be able to dip into their retirement savings to buy a first home. We discuss the positive and negative implications on savers if such a change is made to their superannuation system.
Lessons we can learn from Aussie Super's mistakes.

20 March, 2015

Lessons we can learn from Aussie Super's mistakes

Managing Director Carmel Fisher recently attended a conference in Sydney about Australia's superannuation scheme. Carmel shares with Larry Williams an overview of the discussions and what lessons NZ can hopefully learn from Australia's mistakes.
Your emotional portfolio — the best guide to retirement.

27 February, 2015

Your emotional portfolio — the best guide to retirement

Fisher Funds shares how positively visualising your retirement can help you better prepare for the retirement lifestyle you want.
Money talk — making sense of financial jargon.

06 February, 2015

Money talk — making sense of financial jargon

Financial jargon can alienate many people. Fisher Funds looks at some common phrases that have the potential to be misinterpreted or are counterintuitive.
Trust — a rare commodity.

30 January, 2015

Trust — a rare commodity

Trust, like respect, has to be earned. Fisher Funds discusses how their investment process encompasses this important assessment of company management.
How to face an uncertain retirement.

23 January, 2015

How to face an uncertain retirement

Fisher Funds discusses the shift in focus from accumulating wealth for retirement to decumulation - how to manage your lifestyle and finances to meet your retirement needs.

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