NEWS

What Covid means for retirement

What Covid means for retirement

This pandemic has got a lot of people thinking about their retirement plans. From a financial planning perspective, 3 themes come through: Covid means recession Covid means low interest rates and distorted assets valuations Covid means likely adjustments for NZ Super...

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Bonus Bond Wind-up

Bonus Bond Wind-up

One of our team quipped that ?gaining a half decent payout from these bonds was like laying bricks end to end the length of NZ with your one painted white and then having a blind man randomly tapping his cane on yours as the winner?. Despite this ?hope? has always...

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Sage Advice: Can buckets help your investments?

Sage Advice: Can buckets help your investments?

Peter Coltman, one of our senior financial advisers shares some 'advice behind the advice?As I sit here in my home office, season II of the Jacinda and Dr. Ashley show is playing to the ?lunchtime crowd? who have gathered in the lounge. Markets are not showing the...

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Milestone Fund Manager Insight Series – Insync

Milestone Fund Manager Insight Series – Insync

A specialist Global Equities Manager based in Sydney. Monik Kotecha their CIO shares his insight of the profound changes facing businesses globally... PIZZAS to POWER STATIONS "From around 2007 something shifted the speed and acceleration of change. We call it The...

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Crisis: From the plain, not the rock face

Crisis: From the plain, not the rock face

Time is the biggest driver of success or failure when investing, yet we rarely think about it Data Source: Standard & Poors & Ritholtz Wealth Management LLCHow to benefit from this article: The next time you are looking at your investment, and trying to decide...

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Rear view Mirror – What happened in the markets?

Rear view Mirror – What happened in the markets?

by Harbour Asset Management (Edited by Milestone)Key points   Equities continued to bounce back with the S&P/NZX 50 Index returning 5.3%, S&P/ASX 200 Index (in AUD) up 2.6% and the MSCI ACWI Index up 3.0%. US employment growth has continued to surprise on...

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It?s important to check your investment tax rate

It?s important to check your investment tax rate

Inland Revenue Department has discovered 450,000 people have been paying the wrong tax rate on managed investments such as KiwiSaver. This discovery was made in April 2019 after IRD introduced its new automated and digitised system.These 450,000 have provided an...

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8 tips for saving money on our grocery bills

8 tips for saving money on our grocery bills

If you think you?re spending more at the supermarket lately, you?re probably right. That?s because NZ food price inflation has ratcheted up over the year to?January 2020?? increasing at nearly double the rate of inflation. Feeding yourself - and possibly others - can...

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Make your money work for you

Make your money work for you

Are you looking for ways to get your money working for you, instead of just working hard for your money? American financial guru and self-made millionaire Michael Masterson has a few useful pointers in his book ?Automatic Wealth?. He describes his book as a ?how to? for anyone who has the drive to achieve financial success.

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