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
(Video) An example of splitting a home loan over multiple terms
3 August 2017 –
Part 4 of a series of 8 videos where Assoc Prof David Tripe of Massey University discusses mortgages with Milestone Direct Limited.
This video, discusses splitting a home loan over multiple terms. Read more
Why do cities become unaffordable?
28 July 2017 –
In many of the world’s urban centres, homes are becoming prohibitively expensive for people with moderate incomes. As a city’s real-estate prices rise, some inhabitants may feel compelled to leave. Of course, if that inhabitant already owned a house there that they can sell, they may... Read more
One-third of Millennials are living with parents
28 July 2017 –
As the father of three Millennials (identical twin girls aged 23 and a son aged 26), I pay a great deal of attention to articles and studies on this largest generation - especially since our kids keep coming home and thinking that what is in our fridge should rightfully be theirs. Given the sheer... Read more
Should I split my mortgage over multiple terms?
24 July 2017 –
Part 3 of a series of 8 videos where Assoc Prof David Tripe of Massey University discusses whether to split your mortgage over multiple terms. Read more
Fixed or floating? Which is better for my mortgage? (Video)
17 July 2017 –
Part 2 of a series of 8 videos where Assoc Prof David Tripe of Massey University discusses mortgages with Milestone Direct Limited.
In this episode, Assoc Prof David Tripe compares fixed to floating and answers which is better for your mortgage. Read more
What term should I fix my mortgage for? (Video)
17 July 2017 –
Part 1 of a series of 8 videos where Assoc Prof David Tripe of Massey University discusses mortgages.
In this episode, Assoc Prof David Tripe describes how fixed terms work and how to get the best one! Read more
Why is the Reserve Bank worried about high household debt levels?
4 July 2017 –
In its May Financial Stability Report, the Reserve Bank of New Zealand revealed the results of stress tests designed to assess the vulnerability of households to service their mortgages if rates rise.
Its findings show a high number of owner-occupier households would be under financial stress if... Read more
Reserve bank has a positive outlook
6 June 2017 –
Global economic growth has increased and become more broad-based over recent months. However, major challenges remain with on-going surplus capacity and extensive political uncertainty.
Stronger global demand has helped to raise commodity prices over the past year, which has led to some increase... 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
New Zealanders ranked fifth richest people in the world
2 February 2017 –
2016 saw New Zealand named the world’s best place to live as ranked by the Legatum Prosperity Index. This has now been followed by the Credit Suisse Global Wealth Report that ranks New Zealanders the fifth richest people in the world.
New Zealand has leapfrogged the UK, Singapore and Belgium... Read more
Taking property profits makes sense
21 December 2016 –
An increasing number of Milestone clients have seen the value of their rental property increase by over 20% in the past two years. For those with rentals in Auckland, the gain could be over 30% depending on property location.
Unfortunately, rental incomes have not kept pace. The tax efficiency of... Read more
