
News
The value of financial advice - Global Consumer Study 2023
The global research report Financial Advice New Zealand commissioned with the Financial Planning Standards Board (FSPB) is a reminder of the value of financial advice in transforming people's financial health, wealth, and well-being. Read on for some key takeaways about the financial and non-financial benefits of quality advice…
FMA encourages New Zealanders to be aware of investment scams
Fraud Awareness Week 2023 runs from 13-18 November and this year’s focus is about encouraging consumers not to fall victim to investment scams. Learn more about possible red flags to watch out for and tips on how to avoid being scammed…
Market commentary: Oct 2023
Led by the US, markets are increasingly factoring in higher-for-longer interest rates. This is a negative force as it reduces company valuations (particularly property), and, when the cost of money goes up, companies and individuals spend less…
It’s CERT NZ’s Cyber Smart Week!
Cyber Smart Week is CERT NZ’s annual cyber resilience awareness campaign which runs from 30 October – 5 November 2023. Learn how you can become more cyber resilient and feel free to pass it on to friends and family…
Thinking about your financial future?
So, you're at that stage where you're planning for retirement or perhaps you’ve already traded the 9-to-5 for a bit of R&R. It's a pretty exciting time, but also one where your financial decisions matter a whole lot…
Market commentary: Sep 2023
The biggest question for investors is not how high interest rates will go but how long they will last? Meanwhile, the so called “Magnificent 7” Tesla, Apple, NVIDIA, Microsoft, Amazon, Meta, and Alphabet, have roared this year on the excitement around AI.…
World Investor Week: 2-8 Oct 2023
'Ethical investing', 'responsible investing', 'green finance', 'sustainable investing', 'social investing', 'ESG'. Whatever you call it, many of us are keen to align our investment choices to our values and that’s the theme for this year’s World Investor Week here in New Zealand...
Market commentary: Aug 2023
A soaring US share market, unrealised losses, and steady cash returns were the main features in portfolio performance over the last year. And decarbonisation of the aviation industry is our topic of interest for the month…
Three ways to protect yourself from an investment scam with Mary Holm
A good reminder to be alert to investment scams. Feel free to pass it on to friends and family…
Maximise your money in your fifties and sixties
21 – 25 August 2023: make the most of your money this Sorted Money Month with the 5-day Maximise your Money Challenge from Financial Advice NZ…
August is Money Month
It's never too early (or too late) to think about managing your money. Take time to make the most of your money with Financial Advice New Zealand’s 5-Day Maximise Your Money Challenge during Sorted Money Month. And pass it on!…
Market commentary: Jul 2023
The US Federal Reserve raised its rate by 0.25% to a new target range of 5.25% to 5.50%, and in New Zealand the OCR is 5.50%. There are signs that inflation is moderating but both central banks have indicated two further rate rises of 0.25% will be needed. The general view is interest rates will remain high for some time…