"We feel reassured that Pascoe Barton are managing our funds with utmost scrutiny and care..."

C & D

Financial Advisers

Achieving a Balance in Life

We all earn or create a certain amount of income during our lifetime. This can be through employment, investment or setting up a business. However, what you do with this income will determine how financially successful you are, which will ultimately impact on your ability to enjoy life.

Common Investment Myths

Not knowing how to go about it is one of the main reasons why people don’t invest, along with many misconceptions about investing. Here are some of the most common myths and why you shouldn’t believe them:

Successful Portfolio Management

Successful portfolio management using an authorised financial adviser should always start with the investor. To be most effective, the adviser needs to identify a full understanding of the investor’s objectives, their investment time horizon and most importantly, their attitude to investment risk.

Successful Portfolio Management

Successful portfolio management using an authorised financial adviser should always start with the investor. To be most effective, the adviser needs to identify a full understanding of the investor’s objectives, their investment time horizon and most importantly, their attitude to investment risk.

Messy Estate Management

Several years ago, a prominent Auckland Financial Adviser was rightfully criticised in court for his handling of a $1.4M estate. The will stipulated that the deceased’s wife (who was his second wife) should have a life income interest in the estate, and that the children of the man receive the balance of the estate upon the second wife’s death.

In this case, the adviser was an Executor, Trustee and the financial adviser for the estate. The second wife was also an Executor and Trustee.

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