Category Archives: Financial Literacy

What has a Nobal Prize Winner got to do with investing?

See the Farma / French Blogg

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New Money Smart Video

 

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Who is stealing your money? Check your Budget!

Ironically it is those who are better placed who neglect having a budget. Just having that little bit extra leads to a large hole in the savings bucket. Do not get lulled into a sense of false security and get … Continue reading

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Free Goal Checker. How much do you need?

You have plans for the future and now you want to know what they will cost. What  income  goal do you have for when you are no longer working? What about that overseas trip or that car upgrade. Whatever your … Continue reading

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Human Capital a vital component in Financial Planning

Career, the New Asset Class When creating a truly holistic financial plan, planners should expand the traditional view of asset classes to include career as an emerging, vital element in the data gathering, analysis, and development phases of traditional financial … Continue reading

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Great “Knowledge is Power” booklet from Financial Markets Authority

There have been so may breaches of trust within the financial services market in 2013.  Whilst we now have a much better regulatory environment investors themselves need to step up in the financial literacy stakes. I am still amazed how, otherwise … Continue reading

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Financial Health Checks proving popular

At client review time all Strategic’s clients are given an invitation to complete a Financial Health Check. For a number this has been a very helpful experience. Having a good overal picture of how you are placed is either very … Continue reading

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Avoid Ponzi Schemes, is this one (unrealistic returns paid for with yours or other investors money!)? Hold everything in your name!

Ross Group receivers hold out little hope for missing $439M | Scoop News Ross Group receivers hold out little hope for missing $439M Thursday, 15 November 2012, 2:24 pm Article: BusinessDesk Ross Group receivers hold out little hope for missing … Continue reading

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Listen to the Reith Lectures 2012 Niall Ferguson

1/4 Niall Ferguson argues that institutions determine the success or failure of nations. 2/4 Niall Ferguson reflects on the causes and lessons of the global financial crisis. 3/4 Niall Ferguson asks if different systems of law are key to economic success. 4/4 Niall Ferguson … Continue reading

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Why you should never write a cheque to an advisor or their company!

Fraudster Evan Cherry’s Grand Facade Built On Lies… | Stuff.co.nz Evan Paul Cherry, a slight, bespectacled 53-year-old Aucklander, clutched a small overnight bag in the dock of North Shore District Court last Friday as he quietly admitted to lies spanning … Continue reading

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