Latest News & Updates
How Do the Wealthy Budget Differently?
Wednesday, November 13, 2024
Keen to know how wealthy people manage their money?
Hallam Jones and Mortgage Link
Friday, September 6, 2024
Hallam Jones Rotorua is now proud to be part of Mortgage Link, a 100% New Zealand-owned and operated company with over 40 offices across the country that has helped thousands of Kiwis into homes.
This expansion underscores Hallam Jones’s ongoing commitment to providing tailored financial solutions and exceptional service to our clients.
Equity Release - for a worry free retirement
Thursday, July 25, 2024
Equity release products are becoming popular as a way to provide more financial flexibility and comfort during retirement.
There are two main Equity Release options: Home Reversion, where you can sell a share of your home, or a Reverse Equity Mortgage, which allows you to borrow against your home's value. These solutions aim to help retirees who are 'asset rich but cash poor' to have a more comfortable retirement.
July Newsletter
Wednesday, July 17, 2024
Kickstart Your Financial Plan: The Essential First Steps
If you haven’t yet started on your financial planning journey, now is the perfect time to take action and secure your financial future.
What is Asset Finance and can it help you and your business?
Tuesday, July 16, 2024
Cashflow needs to be the key focus of businesses now…
Over the past three years, numerous businesses have encountered cash flow difficulties as a result of their debt arrangements. When seeking loans, business owners tended to prioritise interest rates and choose short loan terms, often due to discounted interest rate offers from equipment suppliers etc. Currently, industries with narrow profit margins and disrupted operations are facing significant cash flow challenges.
Changes to Trust Tax Rate
Monday, June 17, 2024
Changes to Trust Tax Rate.
In April 2021, the top personal tax rate for income above $180k was increased to 39%. However, the top trust tax rate remained at 33%. The government of the day highlighted that this variance could cause arbitrage.