News
Economic Commentary: Feb 25
Markets closed out a strong year with a solid final quarter, although the positivity which we saw in October and November faded as we moved through December.
Doubts about further declines in inflation in the US have pushed long-term interest rates higher, which has undermined US share prices to an extent. Although the US economy is generally doing very well, there is now more uncertainty about trade and government policy and investors prefer stability and predictability. Locally, NZ remains in a deep slump, but we are hopefully 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.