NEWSLETTER

Extra Mile Newsletter -     Quarter 1 / 2024

 

Extra Mile Newsletter -     Quarter 2 / 2024

Extra Mile Newsletter -     Quarter 1 / 2023

 

Extra Mile Newsletter -     Quarter 2 / 2023

Extra Mile Newsletter -     Quarter 3 / 2023

Extra Mile Newsletter -     Quarter 4 / 2023

Extra Mile Newsletter - Quarter 4 / 2022

Extra Mile Newsletter - Quarter 3 / 2022

Extra Mile Newsletter - Quarter 2 / 2022

Our Newsletter

NEWS

AI and how we view it

AI and how we view it

Question: “ChatGPT as a Valuable Asset in Financial Advisory Practice: A Look at AI- Enhanced Advice” Imagine operating as a financial adviser, dealing with a diverse range of clients – some of whom possess limited knowledge of investment principles, while others...

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Fund Manager Contribution – David Boyle

Fund Manager Contribution – David Boyle

We are fortunate in the financial sector to be the recipient of screeds of financial opinion pieces. On any given day there are too many to read, but I have selected a few that have passed muster for your information. The Authors of these articles are all fund...

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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...

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How to invest in a VUCA World

How to invest in a VUCA World

David Boyle   I have never been a fan of social media. And yes, I can hear the sniggers from my friends and peers, given I do post a lot of my thoughts and articles on it, and occasionally show my friends what I have been up to. Most of which has been highlighting...

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Who should have an enduring power of attorney?

Who should have an enduring power of attorney?

Over the past year we have featured numerous articles about getting your legal matters lined up properly. In November 2022 Katrina Shanks wrote this article which illustrates clearly the benefit of planning early. Katrina Shanks is the CEO of Financial Advice New...

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Disaster Relief Guide

Disaster Relief Guide

Where to find help for those impacted As the devastating effects of Cyclone Gabrielle are becoming more and more apparent, we extend our support to you all and let you know we are here to help. The Milestone Financial - Hawke's Bay office is open Monday to Friday...

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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...

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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...

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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...

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