News
Economic Commentary: Jul 25
The first half of the year has been an extremely volatile one, with markets fluctuating between deep declines and equally significant bounce-backs on an ongoing basis.
The net result over the second quarter is positive. The extreme trade positions taken by the US initially and the subsequent reactions, especially from China, caused significant market falls in early April. As these positions were walked back, markets recovered strongly. It would take a very brave person to make any pronouncements about the coming months, other than to predict that further upheaval is certain. There remain significant ongoing questions around tariff positions and geopolitical issues, and these have already raised concerns again as we move into the third quarter of the year.
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.