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Latest News & Updates

Why we use NZ Funds for KiwiSaver

Monday, July 23, 2018

Here are four simple yet compelling reasons why we use NZ Funds for our KiwiSaver clients:

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Why an adviser is an ideal alternative

Wednesday, July 18, 2018

ThomasOleary 2

I had a chap contact me recently who was frustrated by his bank. He said he’d never used an independent adviser before. But now he felt that he had to because his very good fixed rate had just expired and now, because his interest rate had reverted to the on call floating rate, he was paying much more fortnightly! His budget was being wrecked! He had called the bank but no one had got back to him. Now he was frustrated.

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Switch your UK Pension to us

Wednesday, May 30, 2018

switch qrops hallam jones

Switch QROPS to QROPS

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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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