News
Economic Commentary: May 25
It has been an extremely volatile few months with markets fluctuating between deep declines and equally significant bounce backs on an almost daily basis.
The net result is moderate falls since the beginning of the quarter, although there has been further improvement in May. The chaotic messages coming from the Trump administration are undermining confidence and creating huge unpredictability around future conditions. Investment markets and investors seek stability to rationally assess risk and return prospects. Although the situation has settled somewhat in recent weeks, it would take a very brave person to make any pronouncements about the coming months, other than to predict that further upheaval is certain.
Summer Newsletter: Dec 24
From Stephen's Desk
We’re approaching the end of another year, looking forward to summer and a bit of down time. Fortunately, it has been quite a good year in general for investors with some attractive returns, which is nice after a few tough years.
Autumn Newsletter: Apr 24
From Pete's Desk
Stephen and I recently attended the Financial Advice NZ conference in Wellington, catching up with other advisers and listening to some interesting speakers. Whilst there Stephen was presented with the Tate Scholarship, which is awarded to individuals who have recently completed the Certified Financial Planner CM certification.