Scams

Scams

Protecting yourself in a digital world   On more than one occasion in the past quarter I have read many articles about the latest scams doing the rounds. We have included an Alert from the FMA around a scam circulating at the moment. The next article is around the...
10 warning signs of elder abuse

10 warning signs of elder abuse

This is an issue that financial advisers confront frequently This article from Janine Starks, and first published on Stuff.co.nz in June 30, 2018 resonates with many of us and demonstrates the subtlety of what happens in many family situations. The entrepreneur needs...
Is it finally time to move on from crypto after FTX?

Is it finally time to move on from crypto after FTX?

The ramifications of the FTX fraud may be long lasting FTX is a Bahamas-based cryptocurrency exchange. The exchange was founded in 2019 and, at its peak in July 2021, had over one million users, $32 Billion in assets and was the third-largest cryptocurrency exchange...
Self Managed Pension Concept

Self Managed Pension Concept

The aim is to try not to run out of money before you run out of life Following on from previous articles about pensions, KiwiSaver and superannuation we explore the concept of utilising a capital accumulation and spending plan over the course of your natural life...
Money & relationships

Money & relationships

Over 50% of Kiwis would rather talk about politics, sex, and drugs than talk about money Over the years we have come across many situations where couples have different attitudes towards money. Sometimes these differences create a lot of tension in the relationship,...