Category Archives: Investment Strategies

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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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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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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Fixed Interest investments, even good ones, come with inflation risk

ONE of the most remarkable features of the modern economy is that interest rates are negative in real (ie, after inflation) terms and are expected to remain so. This is not unprecedented. Real rates were negative after the second world … Continue reading

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CHCH Accountant Jailed. Why clients have to authorise everything and can see everything at Strategic!

From The Press June 14th 2012. “A chartered accountant has been jailed for three years and nine months for stealing $726,462 from a family trust. John Lawrence Hibbard, 60, had admitted five charges of theft by a person in a … Continue reading

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Helpful Resource for those looking for or already in a KiwiSaver

The IRD Website provides information options for those already in a KiwiSave here and details or providers of schemes here.  You can change your scheme see information here. The list of all KiwiSaver Providers is here.

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US Residential Property Fund to good to be true?

One of the presentations at the SIFA conference was from a an Australian Property Fund Manager who has launched a fund based on the purchase of distressed US residential property of middle Americans. They are being purchased  as mortgagee sales at 20% … Continue reading

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