Category Archives: Financial Planning

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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7 things to consider before retiring. Do not run out of lifestyle!

Retirement is a social construct and the age of retirement is usually linked to state pensions. Some folk decide to become “old” just because they have reached 65! We need to remind ourselves that a young person does not stop … 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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This is the living alone allowance for a NZ super annuitant at the basic tax rate. It is a safety net but would certainly limit options during retirement. See this here for full range of rates.

Posted on by Michael | Leave a comment