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W & K

Investment Performance

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.

Do Pie Fund Investors pay too much tax?

“PIE Fund’s (Portfolio Investment Entity Funds) pay too much tax relative to Foreign Investment Funds (FIF Funds)”. That is a statement that has been raised several times since the introduction of the current investment taxation framework that was introduced at the same time as KiwiSaver around ten years ago.

Affording Your First Property

It is quite understandable that the rate of home ownership in New Zealand has fallen in recent years. Just under 65% of households owned their own home at the time of the last census in 2013, and this is the lowest it has been since 1951. The rapid increase in property prices since 2013 has most likely lowered this percentage. In the higher priced areas such as Auckland, the rate of home ownership, especially for those who would historically be considered as first home buyers, would most likely be a lot lower.

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