News
Economic Commentary: Mar 25
After a very positive year in 2024, financial markets have taken fright over the last month due to uncertainty about the US economy and trade policy.
Although the underlying US economic position remains strong, the chaotic messages coming from the Trump administration are undermining confidence and creating huge unpredictability around future conditions. Investment markets and investors seek stability in order to rationally assess risk and return prospects. Locally, NZ remains weak, but there are signs that we are starting to turn a corner as the reduction in local interest rates helps to start our economy moving again. However, it will take time to recover from what has been the deepest economic downturn since the early 1990s.
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.