In the press

Who has the Midas touch? April 2012
Successful US businessman and investor, Warren Buffett, devoted a considerable portion of his letter to shareholders last month to the merits of gold. The wisdom he imparts should take the sheen off the shiny metal.  Read full article



Eurozone February 2012
Last year the focus of global financial markets was firmly fixed on the American economy. Recent economic data suggests that the underlying American economy is now actually in reasonably good shape and the global problem child has now become Europe. Read full article



Portfolio management - fees are only the tip of the iceberg January 2012
Some portfolio management fees are 'above water' and easily transparent to the investor, whilst other fees are 'below the waterline' and hidden from view.  Read full article
 



Good apples are not always good investments December 2011
In this article we introduce you to a visionary leader who headed a company that once was at the forefront of innovation in their industry, but it is not a tribute to the late Steve Jobs. Read full article



How "independent" is your financial adviser November 2011
Jumping through hoops is something the financial services industry is now used to – Authorised Financial Advisers (AFAs), in particular, are certainly used to it.  In this article we outline how and why your financial adviser can truly call themselves "independent". Read full article

 



A winning investment strategy October 2011

News, like the share markets can be unpredictable.  The recent volatility in the markets has demonstrated this, but that’s the way financial markets operate – they have periods of both downward and upward movements.  Read full article
 



Dealing with volatile markets September 2011

The media has continued to reference doom and gloom in the share markets, so it’s not surprising investors may be feeling anxious, fearful or even powerless.  These are all natural emotions – after all it’s human nature to try and avoid losses.  Read full article
 



Strategies to reduce anxiety when investing in shares August 2011
Many investors experience various levels of anxiety when financial markets are volatile.  The doom and gloom in the media can further increase this apprehension therefore it’s important to put some context around the market movements and recent falls.

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The day of reckoning June 2011
At a dinner party diners were being assailed by an apparently knowledgeable gentleman (John) who was providing a grim prognosis for the global economy for the next decades.  Aside from killing the relaxed vibe of the occasion, John was keen to give the guests some free financial advice. 

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Risks that are worth it May 2011
A wise man said that to profit without risk and to experience life without danger is like trying to live without being born. So which risks are worth taking?

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The luck of the Irish April 2011
Understanding the right way to invest often starts with reviewing bad investment decisions however the lessons will be less painful if we learn from the mistakes and experiences of others.

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People begged to invest with Madoff April 2011
A long list of wealthy investors both in the US and abroad have been shocked to learn that Bernard L. Madoff, a prominent and well-respected broker and money manager, has been accused of orchestrating one of the most extensive investment frauds in US history.

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Stewart steps down from Project K April 2011
Businessman Nick Stewart has stepped down from Foundation for Youth Development – Project K after three years as Chairman.

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A New Year but same stories February 2011
During the holiday period financial news is often hard to find so “new” stories are often reworked from previous publications.  You may have seen articles in various magazines or newspapers during the last month or so, which seem familiar to ones you read at the same time last year.  And despite what the holiday headlines suggest, there are no "quick wins" for a successful investment experience.

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Fee only advice avoids conflict January 2011
It wasn’t that long ago that “fee only” financial advisers were a novelty. Now the old brokerage model is gradually being replaced by fee only advice, which makes sense, as everything works best when the person you’re working for is the person who pays you. It avoids a conflict of interest and provides objectivity.

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Fool's gold  November 2010
Gold has been increasing sharply in value over the past 18 months, however it is highly volatile and the sharp inclines are equalled in sharp declines, therefore it is not a commodity that delivers good returns over time.

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Wheel of fortune  October 2010
Lotto is a gamble and despite the remote chance of winning, it doesn’t stop Kiwi’s from queuing up to buy a ticket. Whilst most people treat this “gamble” as pure entertainment, excitement, or even the thrill of the chase to “win the big one”, those same attitudes are often bought to the stock market with disastrous results.

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Reaching for stars  September 2010
Investors often seek external validation to ease the anxiety of putting their money at risk, however the problem is there is no guarantee that a "five-star" rating on a chosen fund will lead to a "five-star" investment experience.

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BP oil fiasco  June 2010
The oil giant's plunging fortunes show why investors should not put all their eggs in one basket.

Since the end of March, investors’ attention has been focused on Europe’s debt crisis and whether this will stop the global economic recovery in its tracks. During the last few weeks, however, another story has dominated the financial headlines: the oil spill in the Gulf of Mexico and the fallout from this for BP. For investors with large holdings in BP, it has been a stark reminder of the perils of placing all your eggs in one basket.

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Client Testimonials


p_2.jpgIt was refreshing dealing with Don Stewart after a raft of "scare tactic" brokers left us feeling cold and uninterested.  Don explained things in a way we could understand and he didn't try to sell us insurance cover that we didn't need (or want). Read more ...

Al Mackie, Band, Napier

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