Work with your personal adviser to grow your wealth
Many investors in the trust will no doubt be concerned about the falls in the share price over the last 12 months and Baillie Gifford provided an overview of the current situation, and future course of action. Despite the name, the Trust invests in Global growth companies with a high
What is an Enduring Power of Attorney?An Enduring Power of Attorney (“EPA”) is a document that allows the person you appoint to make decisions on your behalf or sign documents for you if you are no longer able to make decisions for yourself. There are two types of EPAs –
February saw a number of investors join us at the Montreal Hotel for a presentation from Marcus Driller, Vice President Corporate from Fisher and Paykel Healthcare Ltd. Marcus took us through their corporate ambitions and reported on what has been a highly successful couple of years for the company as
Ryman Healthcare Ltd (Ryman) are currently the 14th largest company on the NZX. Not long ago they were in the top five, but before we get into the recent history, it is worth going back 40 years to the very beginning. Ryman’s website notes that in 1983, Kevin Hickman walked
Having large exposure to one company makes your overall financial position very susceptible to the fortunes of that company. This is called ‘concentration risk.’ The fortunes of even the best companies can change, and it can often be caused by things outside their control. Ryman is perhaps the most pertinent
When it comes to tax, investment portfolios can be complex and can cause headaches if not structured properly. Sam Grice from Ashton Wheelans discusses some common types of tax and the implications for an investment portfolio. NZ Interest & Dividends New Zealand Interest and dividends tend to be two of
The unbelievable success of the Black Ferns shows the importance of culture for any organization. The success they achieved is something the Football Ferns will be looking to replicate when New Zealand hosts the FIFA Women’s World Cup 2023. Meikayla and her adviser, Grant Davies got to discussing team culture
It had been some considerable time since we had an opportunity to gather investors together but on the 17th November we welcomed 50 clients to the Parkside Room at The George Hotel in Christchurch. A great venue and a beautiful day to hear from two excellent speakers, Greg Fleming from
If you want to invest like Warren Buffett, you don’t need to do anything extraordinary. In fact, many investors are surprised at his uncomplicated investment style. In this article, we’ll dig a little deeper into Buffett’s investment style and list some of the stocks he does (and doesn’t) invest in.
While markets have shown early signs of a recovery through October and November, a lot of investors would like to see more concrete evidence of inflation subsiding before committing new funds to either the bond or share market. If this sounds like you, the best place for your funds are
Find An Adviser
Become A Client
