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NEWS
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
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,...
Love, heartbreak and death…
Simpson Western recently produced this article which will help answer many of your questions about things to consider in the event of a relationship break up. Many people who have endured a relationship break up know it can be exhausting – mentally, emotionally,...
Ultra-marathon for Chase
by Sonya Sommerfeld A big congratulations to Richard Turpie for completing a 100km ultra-marathon around Hagley Park to raise funds for Hamilton-based Chase Porter. Chase is only one of 400 people in the world to have Barth Syndrome and is requiring a heart...
KiwiSaver: Important versus urgent
President Eisenhower’s renowned principle, known as the Eisenhower Matrix, uses levels of urgency and importance to prioritise workload. Tasks that are both important and urgent must take first priority. If a task is neither urgent nor important it should be shelved...
Navigating the inevitable
Your to-do list before and after losing a loved one Losing a parent is one of the most difficult things to deal with, especially if they are the last parent and meant the world to you. I can talk about this experience first-hand – recently I lost my mum. It can be...
No, the bond market is not signalling a recession
In recent months the abrupt signalling from key central banks about the removal of monetary stimulus has both increased volatility and raised questions about the global economy’s ability to withstand higher interest rates. A common question has been whether the US...
Defining a de facto relationship
Are you in or contemplating a de facto relationship? We are often asked questions around this topic and how it can impact your finances. Simpson Western recently produced this article which will help answer many of your questions. You may have heard that ‘Marriage is...
Milestone Fund Manager Insight Series – are Bonds really defensive?
MILESTONE FUND MANAGER INSIGHT SERIES Are Bonds really defensive?Since the COVID flash crash during February and March of 2020, equity markets have staged an incredible comeback well exceeding previous highs of the pre-COVID era. Most investors do understand that this...