Our Changed Financial WorldIf you are holding bank deposits as long term investments and hoping that interest rates willincrease sometime soon…..be set to be disappointed. Most NZ economists are predictingnegative interest rates (at wholesale/bank level) will be a new reality. Offshore, the FederalReserve in the USA has recently changed its base policy for dealing with… [Read more]
Hamish McPhail presents a practical example of how we can project our client’s retirement income position using illustrative financial planning software and help bring clarity to our clients position so they can make informed decisions throughout their retirement horizon.
Sue Stewart presents a practical example of how we can project our client’s possible wealth accumulation position using illustrative financial planning software and what decisions they can make along the way here.
COVID-19 has had a dramatic effect on all our lives and a significant human cost. This negative bias certainly applied to investment markets where world and New Zealand sharemarkets fell by about 34 % in value between 20 February and 23 March.
Healthcare Professionals are our clients, and over the years we have got to know your issues well. Primarily health professionals are inevitably time poor so we seek to provide robust financial strategies that are simple and effective and then report, measure and monitor your position to ensure you remain on track.
NZ is great at being Socially Responsible. Our team of 5 million has proven this with our compliance to government directives in respect of Covid-19 and community lockdowns, both initially and now in version 2.0.
Women in Health Network (WiHN) nurtures the next generation of women health leaders in New Zealand. WiHN is a community of health students and professionals who are committed to enabling all women to have a fair and fulfilling experience entering and working within the health sector.