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Latest News & Updates

Put your affairs in order

Monday, April 30, 2018

It is very difficult to make good decisions without the right information. And better decisions are always made with the best information available. So, having your informational affairs in order can make all the difference if you need to change things up for the better. An insurance file is a great place to start.

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Understanding dollar cost averaging

Monday, March 19, 2018

hallam jones dollar cost averaging

One approach to entering investment markets is over an extended period of time – for example five or even ten years. Such an approach is called dollar cost averaging. Dollar cost averaging simply means investing the same fixed amount of money into the market on a regular basis, for example monthly or quarterly.

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Changes to 90-day trials good news for buying a house

Monday, March 5, 2018

mortgages

Recent articles such as this one below have outlined changes being introduced by the Labour, NZ First coalition government which includes abolishing the 90-day trial for new Employees. This has really positive implications for anyone wanting to buy a house. This is good news!

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NZ Funds rated in top three KiwiSaver Schemes... again

Monday, February 26, 2018

nz funds hallam jones

We are pleased that in 2017, for the second time, the NZ Funds KiwiSaver Scheme* we provide was recognised as outperforming almost all other schemes in New Zealand, after fees, for the average member. While individuals invested in other schemes may well have experienced higher (or lower) returns, the average investor with us has done far better than the average investor elsewhere.

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Share market correction

Wednesday, February 7, 2018

share market

You will have seen media coverage of share market movements since last Friday – pleasing to see hyperbole is alive and well!

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Performance for 2017 was good

Friday, January 26, 2018

With the new year under way it is an ideal time to let you know how our NZ Funds KiwiSaver scheme has been tracking.

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