Investors continue to scrutinise economic data looking for signs that inflationary pressures are abating, but probabilities of when interest rates will be cut continue to prove to be overly optimistic…

Share markets started the new year on the front foot continuing the upward momentum from the end of 2023. The “magnificent 7” (Google, Microsoft, Apple, etc.) continue to generate excitement around the advances of AI, and older fashioned companies like Caterpillar, Mastercard and Visa have also seen their share prices rise to record levels…

Looking back over the year the biggest stories were inflation, inflation, and yet more inflation! AI also took the world by storm – Collins Dictionary even declared it the word of the year, reflecting the increasing prominence of Artificial Intelligence (AI) in our daily lives. After a couple of difficult years for portfolio returns, it’s good to see the outlook for 2024 is starting on a more positive note with signs that inflation has peaked so looking ahead we're cautiously optimistic…

When it comes to managing your money, seeking professional help and guidance is a smart step on your investment journey. But not all advice is created equal. Let's talk about why our fundamental belief is that independent financial advice is the best advice…

High inflation leading to high interest rates has been the investment story since March 2022. However, over the last month there has been increasing optimism that interest rates have peaked and will start to fall sometime in 2024. It’s only talk, and markets are always forward looking, but share markets and bond markets have already responded positively…

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…

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…

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…

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…

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…

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.…

'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...