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Financial Advisers

The final straw in a relationship

In today’s society, relationship breakups are all too common. Surprisingly a number of breakups occur close to or soon after retirement. They also seem to occur after Christmas. Often a couple stay together for a final family gathering, or else the stress and financial strain of the occasion becomes the final straw, breaking the marital back.

Take the Plunge and Be Honest with Yourself

26 Jan 2016

We have previously written about New Year’s Financial resolutions. In order to get a “proper handle” on where you are currently at and to make real financial progress, there are a number of easy steps to take.

Psyching up for Retirement is Recommended

13 Jan 2016

There are said to be a number of “most stressful” events in one’s life: starting work, buying a home, getting married, loss of a close relative, getting divorced and so on. At least as stressful for many people is retirement.

For those approaching retirement, in retirement, or with a spouse, friends, parents etc. at retirement, there are some key things to be aware of which coincide at retirement to make it stressful. Some of these are:

FMA Seeks Clarity about Performance Fees

The FMA recently requested submissions on its draft guidance document on fees and returns from managed funds. This is an area that has been somewhat lacking in the past. It has been very difficult to make a real comparison between the total fees charged by Fund Managers on their respective funds.

Essentially there was some inconsistency in how performance-based fees were disclosed in disclosure statements under the Securities Act, and how managers were calculating 0% PIR returns and fund charges.

Is currency volatility a major concern?

For farmers and investors alike, currency movements have the potential to impact returns. Predicting currency movements is fraught with difficulty, and the situation can change dramatically in a relatively short time period. This has been the case with the fluctuating New Zealand dollar against the United States dollar over the last few weeks.

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