SECTIONS

managing funds

BusinessJuly 7

Focus should be on investing through retirement

Many years ago, I was intrigued by a friend’s definition of hell.
Focus should be on investing through retirement
Focus should be on investing through retirement
BusinessMay 14

Three concepts to help with your investments

I have just completed 30 years as a financial adviser.
Three concepts to help with your investments
Three concepts to help with your investments
BusinessDecember 12

Keeping a record key as you cannot manage what you do not measure

Wow, December already.
Keeping a record key as you cannot manage what you do not measure
Keeping a record key as you cannot manage what you do not measure
BusinessOctober 10

KiwiSaver contribution of 3% is insufficient

Last month we visited our son and his partner who have moved to Brisbane.
KiwiSaver contribution of 3% is insufficient
KiwiSaver contribution of 3% is insufficient
BusinessAugust 15

Tax-wise investors can find satisfaction from enjoying a slice of PIE

When it comes to investment matters, I am always intrigued that so much focus is placed on what the next hot theme or investment opportunity will be.
Tax-wise investors can find satisfaction from enjoying a slice of PIE
Tax-wise investors can find satisfaction from enjoying a slice of PIE
OpinionMay 11

When does too much of a good thing become a bad thing?

It costs a lot to raise a child.
When does too much of a good thing become a bad thing?
When does too much of a good thing become a bad thing?
BusinessFebruary 14

Time to dream with long-term shares, artificial intelligence

It is February already and, for most of us, our relaxing holiday experiences now seem like a distant memory.
Time to dream with long-term shares, artificial intelligence
Time to dream with long-term shares, artificial intelligence
BusinessMay 8

Retirement portfolio volatility perception part illusion, part real

A successful retirement strategy is not just about investing to retirement, but involves investing through your retirement years, writes Peter Ashworth.
Retirement portfolio volatility perception part illusion, part real
Retirement portfolio volatility perception part illusion, part real
BusinessApril 10

Attributes needed to help your marshmallow grow

I was interested to read a recent interview with a local financial adviser who was using food as an analogy to help educate clients about financial concepts.
BusinessMarch 13

Thinking about investments during war uncertainty

While hesitant to treat the war in Ukraine as an academic exercise, there's a lot to learn and there are important implications for our finances, writes Peter Ashworth.
Thinking about investments during war uncertainty
Thinking about investments during war uncertainty
BusinessFebruary 13

How do we protect and grow wealth during times of inflation?

It was back in August of last year that I first referenced the growing inflation risk in New Zealand and labelled it the "silent thief".
BusinessDecember 12

Checklist approach better than worrying

Over recent weeks, I have found myself wondering how many letters there are in the Greek alphabet.
BusinessNovember 7

Ethical investing in face of climate-change challenge

I wonder where we would be without acronyms; probably using more ink but perhaps better informed.
BusinessOctober 10

The yo-yo and the escalator: where should we look?

A younger colleague recently asked me what has been the greatest technological development in my working life.
OpinionSeptember 14

Factionalism not helpful for best investing strategy

The recent events at NewLynn Mall was a stark reminder of the risks of developing a mindset intolerant of other points of view.
Factionalism not helpful for best investing strategy
Factionalism not helpful for best investing strategy
BusinessAugust 8

Should we worry about the ‘silent thief’ of inflation?

It has been many years since we have had to worry about inflation.
BusinessJune 13

Changes coming for default funds

Changes to KiwiSaver are big news in the industry, but to understand these terms and their importance, it requires a quick history lesson.
Changes coming for default funds
Changes coming for default funds
BusinessMay 9

‘4 Ps’ useful when comparing advisers

With interest rates at their lowest levels in living memory and a government that seems determined to try to break New Zealanders’ love affair with property, I have noticed a significant increase in the number of people shopping for financial advice.
OpinionApril 11

Unintended consequences from Government’s moves on property

I have some sympathy for our Government as it tries to slow our overheated domestic property market.
BusinessMarch 7

Fixed-interest headwinds at hand

One of the interesting observations about the Covid-19 pandemic is how quickly the public can be educated about very scientific concepts.
BusinessDecember 13

Worth taking time to review Covid’s effect a year on

As 2020 draws to a close, I thought it would be helpful to reflect on the year that was, and what specific financial lessons Covid-19 has taught us.
Worth taking time to review Covid’s effect a year on
Worth taking time to review Covid’s effect a year on
BusinessOctober 11

Demise of 50-year-old scheme could be called the end of an error

The announcement on August 26 that the Bonus Bonds Scheme would immediately stop taking new investments and completely close on October 31 came as a surprise for many retail investors.
Demise of 50-year-old scheme could be called the end of an error
Demise of 50-year-old scheme could be called the end of an error
BusinessSeptember 13

Rethink of wealth management with paradigm shift

Although its origin is debated, the first use of the term "paradigm shift" apparently occurred in the 1960s.
Rethink of wealth management with paradigm shift
Rethink of wealth management with paradigm shift
BusinessJune 7

Lack of financial advice disadvantaging many KiwiSaver members

Along with other commentators, I have previously lamented the fact that the majority of the $57 billion held in KiwiSaver funds has been invested without financial advice.
Lack of financial advice disadvantaging many KiwiSaver members
Lack of financial advice disadvantaging many KiwiSaver members
BusinessMay 10

Cullen’s legacy shows insight, prudence can change society

A few months ago I met with a friend who is a successful accountant and business adviser.
Cullen’s legacy shows insight, prudence can change society
Cullen’s legacy shows insight, prudence can change society