Investing in Financial Markets is Never Easy

By Sue Stewart: GDipBus (Personal Financial Planning), CFPCMFinancial Adviser – Investments. As an investor you’re forced to deal with constant uncertainty, volatility, fear, greed, and an endless stream of noise, especially through negative media. The only time investing feels easy is when you are looking in the rear view mirror. One of the great investors… [Read more]

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The Attributes of a Good Fund Manager

By Hamish McPhail, LL.B, GDipBus (Personal Financial Planning), CFPCM, Financial Adviser – Investments, Director of MFAS Eminent NZ research house My Fiduciary have compiled a list they call “The Hierarchy of Portfolio Decisions”. In descending order of importance these are: Surprisingly last in importance in the My Fiduciary Hierarchy is the fund manager itself. Nevertheless,… [Read more]

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Doubts Arise Over Expected Interest Rate Cuts

By MFAS trusted mortgage broker Rajendra Balchandani (Raj, Accord Home Loans). Concerns are rising about impending interest rate cuts. Independent economist Tony Alexander has warned that, regardless of the October election outcome, fiscal policies must be tightened due to worsening government finances. Government accounts for the 11 months ending in May showed a $2 billion… [Read more]

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Thinking about becoming a self-employed contractor?

By Risk specialist Lynda Taylor. Licensed Financial Adviser FSP 9752 In many industries, the initial focus for a person who becomes self-employed is on marketing to find customers. In your profession, this is unlikely to be an issue but, the road to self-employment still has many ‘potholes’ to navigate. Developing your new business will obviously… [Read more]

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Should Cash be held in your Investment Portfolio?

By Hamish McPhail, LL.B, GDipBus (Personal Financial Planning), CFPCM, Financial Adviser – Investments, Director of MFAS The answer is “maybe”. It could fit your circumstances well or prove to be a drag on potential return expectations. To amplify: Cash offers liquidity and certainty. You can get your funds quickly and you always know the exact… [Read more]

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AI – What is it and how to view the social, business and investment opportunities.

By Sue Stewart: GDipBus (Personal Financial Planning), CFPCM Financial Adviser – Investments. According to Chat GPT, ‘AI refers to the development of computer systems or machines that can perform tasks that typically require human intelligence. These tasks can include problem-solving, learning, reasoning, perception, understanding natural language, and decision-making. AI systems are designed to mimic human… [Read more]

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WOOP for Nigel!

By Risk specialist Lynda Taylor. Licensed Financial Adviser FSP 9752 A couple of weeks ago I was fortunate to attend a NZ Funds hosted event where Nigel Latta was the guest speaker. Most Kiwis will know Nigel as a clinical psychologist, author, and television host but for me, he is the guy that helped me… [Read more]

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