The inheritance conundrum

The inheritance conundrum

BY GILES GRAVES 4 April, 2024 Experienced family office professional Giles Graves asks why does wealth frequently fail to survive beyond one generation? I have worked with families who have been wealthy for a thousand years and with entrepreneurs who have been wealthy...
Destroyers of Wealth

Destroyers of Wealth

Back in 2018 Stuff published an article by Janine Stark on 30 things that destroy your Wealth. 5 years on, here’s how we see them. Stashing Cash: There is nothing more financially devastating than holding deposits long term. Still true, but harder to see now that term...
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,...
Sage Advice: One tip at a time

Sage Advice: One tip at a time

Richard Holden, Founder and Principal of Milestone in Christchurch shares some of his top tips. “My other piece of advice, Copperfield” said Mr Micawber “You know, annual income twenty pounds, annual expenditure nineteen pounds nineteen and six,...