After spending a week in a nation-wide lockdown, Dean discusses how you can use this time wisely to better organise your life and finances!
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We could all do with a bit of reassurance right now, so Dean's video this week on what to do with your KiwiSaver during difficult financial times is just what we need!
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Tim and Blake sit down to discuss the importance of aligning your business income with your own personal income and needs. Planning your short term and long term goals for both is key to get the most out of your finances.
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Just a quick message to say that we're here for you through this tough and unknown time! Thankfully our expert advisers work remotely so are able to chat via the phone & online to help answer any questions you might have around your current financial situation!
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A few years ago, I had one of those indoor exercise machines. You know the type, the ones you purchase with dreams of sweating off the kilo’s and…
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For most New Zealander’s the last four or five weeks have been like no other. Never in our lifetimes have we all (except for a few essential businesses) been effectively ordered to go home and stay home.
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Following on from the fantastic response we had from you, when we sent you Jamie Fitzgerald’s thought provoking newsletter about 'Your Response to Covid 19', Jamie has sent us another such newsletter, this time about Leadership and creating your future. Again, this is kindly republished with Jamie’s consent. We hope you enjoy this as much as we have.
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We are fortunate to have amongst our clients many talented and resourceful people who because of their life experience can see things through a different lens…
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We are sure you have been bombarded by all kinds of media focusing to the short-term effects on investment markets from people’s response to the Covid-19 virus.
Here are a couple of examples of context…..
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We hope you are all doing well after completing the first official day in lockdown, our thoughts today go out to all New Zealanders effected by COVID – 19.
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At FoxPlan we believe that Financial Advice is an essential service that all New Zealanders need to have access to. However, to play our part in protecting our clients, our people and communities at this time, both FoxPlan and the wider industry are making some changes to normal operations. In spite of the changes outlined below, I want to reassure you…
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With Finance Minister Grant Robertson warning that coronavirus COVID-19's economic consequences may exceed those of the last global financial crisis, the New Zealand government has announced a NZD12.1 billion package to cushion the pandemic's economic impact.
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I was talking to my neighbour Sue on Monday. Sue is a spritely 70-year-old widow, who spends much of her days helping children read at one of the local schools. I was checking in on her, as I do regularly just to make sure she didn’t need anything.
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As the world gets smaller from the perspective of communication, connectivity, instant visibility of events, entertainment, influencers and investments, it can be easy to get confused about how to invest successfully. A plethora of investment options often confuses those without an investment plan and philosophy. This month we look at the 7 simple ingredients for successful planning, a plan that will stand the test of time.
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It has been another interesting quarter.
Diversified portfolios continued to perform very well despite the media’s best efforts to have us all running for the hills.
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Last week the Financial Markets Authority (FMA) released their annual KiwiSaver report with a key takeaway being that of the $57 billion Kiwis have invested, $480 million was collected in fees by KiwiSaver providers last year (around 0.8% of total funds invested)…..
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The Wellington Region has seen significant growth in house prices over the last five years. Whilst this growth has been great news for those already on the property ladder, the first home dream has started to feel increasingly distant for young buyers.
This week we look at the changes announced by the government that aim to give confidence back to these buyers…..
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