4 signs you will be financially successful
11 December 2017 –
Arguably, your financial success is more determined by your behavior and attitude about money than your income. So, what are the signs that you will be financially successful?
1. You make yourself a priority. As soon as it’s pay day, you should pay your own savings and investment accounts... Read more
Knowing the warning signs can stop you being scammed - Bob’s story
11 December 2017 –
Knowing the warning signs can stop you being scammed - Bob’s story
Bob is a consultant who lives in Christchurch. He’s invested in shares for many years, owns his own home, and is in KiwiSaver.
Recently, Bob lost $67,000 through a 'boiler room' share scam after an... Read more
The number one reason your money isn’t growing!
31 October 2017 –
We are living in a world of instant gratification. Want a new product? You can receive it with same-day delivery. Want to watch a movie? Click the movie link and it will stream in seconds. Want a meal? Order it online and get a 30-minute delivery or your money back.... Read more
How much further can investment portfolios rise?
31 October 2017 –
We have seen a substantial rise in investment portfolios over the past 12 months. However, a new government is now in place and it intends to make a number of sweeping changes to the social structure of New Zealand.
We know from past experience that there is a long-term trend line with investment... Read more
The election and your money
28 September 2017 –
Don’t fret the small stuff when it comes to how your investments will fare as a result of the 23 September 2017 election. We live in a MMP political environment and a degree of uncertainty is created after each election about what the new government will do. We all know that financial markets... Read more
Give your finances a spring makeover
8 September 2017 –
We have now officially said goodbye to winter and are enjoying the first days of spring. Now is the time to take a fresh look at your finances to ensure you are on track to achieve your financial goals. Talk with us about your financial plan but, before doing so, consider the following:
Are you... Read more
How our brains lose us money
28 July 2017 –
History shows that investors tend to do the opposite of what works.
Prior to the Global Financial Crisis, when stocks were expensive, everyone was piling in. After the crash, when they were cheap, they were selling (which is of course why stocks were cheap). That pattern is repeated throughout... Read more
Why am I not wealthy?
4 July 2017 –
Many people ask this question of themselves. Often they are hard-working, well-educated, high-income people. Why, then, are so few of them ‘affluent’? Some of the answers to this intriguing question are contained in the book The Millionaire Next Door by Stanley and Danko. We... Read more
Is the Kiwi dream changing?
6 June 2017 –
Historically, as the wealth of New Zealand families increased, their desire for a bach or crib increased. Owning one became a status symbol and signified that you had ‘made it’ on the financial ladder. As time progressed, a bach or crib evolved from something simple and low cost that... Read more
Financial woes among younger investors mean delayed milestones
2 May 2017 –
Younger respondents in a recent survey sponsored by Boston-based MFS Investment Management conducted in the United States, reported that they were highly likely to avoid decisions like career changes, home purchases, moving and household formation because of financial stress, even as they approach... Read more
Top five investment tips from Warren Buffet
3 April 2017 –
Warren Buffett is possibly the world’s most successful investor. Buffett is one of the richest men in the world and investors in his company, Berkshire Hathaway, have enjoyed outstanding returns over a long period. The secret to his success is not ‘sexy’; it is about adopting a... Read more
Monetary policy statement signals ‘steady as she goes’
20 February 2017 –
The Reserve Bank of New Zealand’s Monetary Policy Statement (MPS) is always closely reviewed by Milestone financial advisers. The MPS is a quarterly assessment by our Reserve Bank of what they believe is happening in NZ, internationally, and the impact upon our financial stability.... Read more
