Should You Nuke Your Mortgage?
Should you nuke your mortgage?NZ Herald – 28 March 2026Darcy Ungaro looks at how to retire with choices and a roof over your head.The pathway to retirement bliss is often harder when your sole focus is nuking the mortgage. If you're a homeowner, you might need to choose which freedom you value more—a debt free roof over your head or strategy that keeps the lights (and life) on.Many Kiwi retirement plans are made-up of three ingredients: a home, NZ super...
April 2, 2026The Benefits of a PIE Structure
The Benefits of a PIE Structure which is what your Superannuation and KiwiSaver plans are.If you’re a Senior Medical Officer (SMO) working at Health NZ in Auckland, you’re likely in a high-income tax bracket (33% or 39%) — and that’s exactly where Portfolio Investment Entities (PIEs) can be especially useful.Here’s a clear breakdown of the key benefits, tailored to your situation:1) Lower tax rate (biggest advantage)PIE income is taxed at your Pres...
April 2, 2026Does Buying an EV Make Financial Sense
Petrol crisis is seeing many drivers eyeing a green alternativeNadine Higgins - Herald on Sunday. March 29, 2026.If you're having a coronary every time you visit the petrol station, you're probably — like me — considering whether now is the time to buy an electric vehicle. The last fill of our family car cost $200 (after four stops to even find fuel when the tank was empty — a new kind of range anxiety).I am the last person you should turn to for car advice (as evidenced by the fact I rece...
April 2, 2026Wall St bets on fourth year of gains
All 21 strategists surveyed tip S&P 500 to rise in 2026Sargarika Jaisinghani and Alexandra Semenov – Weekend Herald, 3 Jan 2026...
January 29, 2026Josh Emett’s guide to Waiheke
NZ Herald Viva – 5 Jan 2026...
January 28, 2026KiwiSaver Changes
Upcoming KiwiSaver changes may effect you....
January 28, 2026Smooth sailing for ’26 economy…we can hope
Will the economy sail on fair winds in 2026?Liam Dann – Herald on Sunday, 21 Dec 2025...
January 28, 20265 reasons tariffs haven’t wrecked the U.S. economy
Tryggvi Gudmundsson and Tom Cooney, Capital Group, September 25, 2025...
October 16, 2025Safe as houses?
Liv Lewis-Long, head of marketing at Simplicity, explores whether property is the investment goldmine that it once was. Informed Investor, Spring 2025 Issue 45, pages 58-60....
October 15, 2025How to invest like Warren Buffett
Jason Choy, senior portfolio manager at InvestNow, investigates five principles for long-term success expounded by Warren Buffett. Informed Investor, Spring 2025 Issue 45, pages 46 - 47....
October 15, 2025Are Tariffs So Bad?
Economists tend to disagree on pretty much everything. Often called the dismal science for its gloomy outlook on the world, the discipline could just as well be called the argumentative science.But there is one area on which economists are usually aligned: trade policy. Indeed, the Nobel Prize winner and New York Times columnist Paul Krugman once joked that if there were an economists’ creed it would end: “I believe in free trade”.The re-election of President Trump has brought the issues o...
July 8, 2025Riding Out The Storm
For even the most seasoned investors, market volatility can be unnerving. Recent market fluctuations – driven by US tariffs, inflation, and geopolitical instability – have once again tested the resolve of Kiwi investors. While all these changes make daily headlines, a fundamental truth remains: volatility isn’t a bug, it’s a feature of all financial markets.Markets are inherently cyclical. Periods of expansion are usually followed by contraction, driven by economic data, interest rates, ...
July 8, 2025Lessons Learned
I love reading about how someone’s business ingenuity, hard work and/or shrewd investing can result in a financial boon most of us can only dream of.On the flip side, we kiwis are particularly fond of indulging in a bit of schadenfreude when someone who dares to loudly live the luxe life takes a tumble from their financial high horse.While the former might provide inspiration and the latter perhaps a cautionary tale, most of us could learn more from the financial decisions that are neither str...
July 8, 2025Money Secrets Laid Bare
Being honest about money matters is vital for any healthy relationship, writes Lynda Moore. Informed Investor, Autumn 2025...
April 4, 2025Love It or Leave It?
Should you downsize your home or investment property? NZ Herald, 27 February 2025...
April 4, 2025Sharing Too Much
Young digital natives are vulnerable to online scams too. Diana Clement, Hearld on Sunday, 16 March 2025...
April 4, 2025Baby-boomers are loaded. Why are they so stingy?
The mystery matters for global economic growth. - The Economist, 26 May 2024...
February 6, 2025How to manage your retirement savings in your golden years
Managing money in retirement is no mean feat. – Diana Clement, NZ Herald, 19 January 2025...
February 5, 2025Million-dollar question: How much cash do you need to retire?
The modern mantra suggests you need $1 million to comfortably retire, but experts say it’s not quite that simple. - Kevin Norquay, Sunday Star-Times, 1 December 2024...
February 4, 2025Top 10 Risks and Opportunities for 2025
As we head into 2025, here are some of the themes we believe will dominate portfolios. Chris Di Leva and Hamish Pepper, Harbour Asset Management (12 Dec 2024)...
December 16, 2024So, What Did You Do in The 2020s, Granddad?
Term deposits could be the saddest story you share with family in years to come, but it’s not too late to change the narrative, writes Martin Hawes. (Informed Investor, Issue 42)...
October 8, 2024Unlock Your Ideal Retirement: Six Steps to Financial Freedom and Security
Retirement isn’t free, and planning for its starts now. Whether you’re 25 or 55, follow these six steps from AMP’s Robyn Conway to ensure a comfortable and secure future. (Money Wise - New Zealand Herald, 1 Aug 2024)...
October 8, 2024What’s Next for the Markets and Economy After the Fed Rate Cut?
For investors with a time horizon beyond a few years, even Fed decisions can amount to just noise. Danny Noonan (Morningstar, 19 Sept 2024)....
October 8, 2024The Time and Temperament Recipe
Psychological profile, financials and time are the main ingredients in defining your appetite for diversification, writes Martin Hawes. (Informed Investor, Issue 41)...
July 10, 2024Drive to survive the time of your life
Find your passion to ensure fulfilment once you leave the workforce, writes Lucy Dean. (Smart Investor, 14 June 2024)...
July 10, 2024 Posts 1-25 of 54 | Page next
