Despite COVID-19 restrictions, we're still here to help but operating a little differently!
The global spread of COVID-19 over the past three weeks has resulted in an unprecedented reaction from investment markets, governments and businesses. Our investment team provides an update on major events and our answer to the common question we are receiving from investors; Should I sell out of my shares?
This week the Government announced new changes to KiwiSaver default providers. From 1 July 2021 default KiwiSaver providers will be required to shift members’ funds from conservative to balanced investment profiles and exclude investments in fossil fuel and illegal weapons.
Being a trustee is a big responsibility. Many people have agreed to be trustees for friends or relatives but have no idea just what duties and potential liabilities they have taken on. There are many legal duties placed on trustees and when it comes to buying or selling property in a trust, a trustee must carry out certain duties to ensure they are acting in the best interests of beneficiaries.
Investing doesn’t have to be difficult or expensive. With some patience and persistence, anyone can be successful and achieve their financial goals. Here are a list of investor basics to get you started on your investment journey.
On 31 December 2019 the World Health Organisation announced the outbreak of coronavirus (Covid-19) in Wuhan, China. Initially, there was a relatively calm reaction from global share markets, however they have since experienced the quickest correction in history.
The first in this series of articles looked at how retirement villages are organised and how they relate to the legal framework of the Retirement Villages Act 2003. We now examine the Act in more detail and how residents and intending residents are protected.The first in this series of articles looked at how retirement villages are organised and how they relate to the legal framework of the Retirement Villages Act 2003. We now examine the Act in more detail and how residents and intending residents are protected.
With the start of a new year it’s customary to unpack the crystal ball and examine some of the risks and issues facing New Zealand’s financial services sector.
Good conduct is not just an issue for the banks and insurers - every individual in the financial markets needs to be focusing on customer-centric outcomes.
Decisions around retirement villages are important and can be very daunting. There are a number of retirement village ‘structures’ to consider which can further complicate the issue. Different villages are managed in different ways and offer a variety of housing, facilities and services.