News
Economic Commentary: April 25
Although the year started well, financial markets have taken fright since the middle of February due to uncertainty about US economic and trade policy.
The underlying US economy remains strong at present, but 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. There are signs that NZ is starting to turn a corner as local interest rates fall. The latest GDP figures were certainly more positive than expected. However, the economic cycle does take time to turn, and we shouldn’t expect a rapid improvement.
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.