Category Archives: Uncategorized

New Money Smart Video

 

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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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Investment Strategy adding value!

For clients with an investor profile of Balanced and above and  with a sufficient portfolio size, Strategic uses a limited number of selected Direct Shares. These have done exceptionally well over the last 12 months leading to selling up to … 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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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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Read here to see why we prefer to provide commission free Insurance

The following promotion recently came to me. There is no better time to place your new business with ***** Life because you will be rewarded with a total 180% remuneration offer of 100% upfront commission plus 80% production bonus.  At … 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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Graph showing how investments rise over time.

This graph published OnePath helps put the current investment climate into context. Click Here

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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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NZ stands tall in Reith Lectures by Prof Niall Ferguson

He asked whether the institutions of the West are now degenerating because of a breakdown in the compactHe asked whether the institutions of the West are now degenerating because of a breakdown in the compact between generations. Is the transfer … Continue reading

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