With Christmas and the beginning of a new year approaching, now is a great time to reflect on the year that’s been and the year ahead and ask yourself whether you need to make any changes to ensure your financial future is secure. Take some time this Christmas to discuss your estate planning with your loved ones.
The most important part of the financial advice process is ensuring your goals match where you want to go.
In mid-November the Financial Markets Authority (FMA) held its MIS Lab #5 series of seminars in Auckland and Wellington. At these seminars the regulator introduced its programme for managed fund LRST, announcing that the first of a regular annual LRST survey would be sent out in February 2020 for all licensed MIS managers to complete.
Close on Christmas the Government has introduced the Financial Markets (Conduct of Institutions) Amendment Bill. Once the holiday season is out of the way the Bill will no doubt garner close attention from those affected within the financial services industry upon return to work. The intent of the Bill is evidently far-reaching and will most likely attract many submissions as it goes through its Parliamentary stages to become law.
A bereavement and the funeral that goes with it will affect loved ones - both emotionally and financially. An overwhelming number of decisions need to be made quickly and often under a high level of stress. Even more difficult, is the added financial impact of having to pay for funeral arrangements - often at short notice.
In the space of less than 5 years, a2 has gone from little more than a rounding error in the NZX50 to one of the largest, fastest growing and most profitable companies. We wanted to give you an understanding of the company and why it has gathered so much attention.
Every day thousands of Kiwis work for charities or volunteer their time to support their local communities and make this country a better place. Unfortunately, the charitable sector can sometimes be viewed as an easy target for criminals. With fraud and cybercrime on the rise, International Charity Fraud Awareness week was observed from 21 October to 25 October 2019 aimed to promote greater honesty and awareness of fraud and financial crimes in the charitable sector and to share strategies for preventing it.
Everyone has things they care about; a charity involving children, the elderly, animals, the environment, community services, health charities and many more. Perhaps you or your loved ones were supported by an amazing organisation, but you were unable to give back as generously as you would have liked in your lifetime. A bequest in your will is a great way to ensure their vital work carries on to support another person in times of need.
It has been a busy couple of months for our Private Wealth teams as we have had opportunities to attend some great events around the country and help many people put plans in place for their financial peace of mind.
Trustees Executors is pleased to announce the appointment of Laurence Kubiak as an independent Board Director to support its growth and transformation strategy. An accomplished business executive with extensive global experience, Mr Kubiak has managed and built high-performing businesses in various sectors, including telecommunications, energy and technology.