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“When I was young, I thought that money was the most important thing in life; now that I am old I know that it is." Oscar Wilde

In this Newsletter update:

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Kind Regards,

Sheryl Sutherland JJP, B.A (Otago), Dip.F.A.C (Otago), DipPFinPlan (Waikato)

Authorised Financial Adviser (AFA) & Managing Director of The Financial Strategies Group (FSP 28246)

Should you consider switching KiwiSaver Schemes?

Some KiwiSaver Questions you may have: When should I consider switching schemes? Should I take a KiwiSaver contribution holiday? What is a KiwiSaver Tax Credit? What is a Kickstart bonus? Click here to read more...


5 Tips for Avoiding Investment Bubbles

Why so many bubbles? The collapse of Japan's market in the early 1990s. Various emerging market crises later in that decade. The dot-com bust. The bursting of the real estate market bubble, followed by the financial crisis. More recently, speculative peaks and plunges in oil and gold prices. Click here to read more...

4 Times to Talk to a Financial Advisor

Here are four circumstances you should bring to your advisor that aren't just about money: 1. Changing or quitting a Job. 2. Taking the Next Step in a Relationship. 3. Starting a Business. 4. Family Matters. Click here to read more...

Six Steps to Financial Security

Successful financial security is not achieved by accident. Like most things in life, it requires careful planning. This easy to follow plan will allow you to assess your current financial situation and plan today for financial security tomorrow. Read more...

A Star Fund Manager's Guide to China

Anthony Bolton is a legend among fund managers and investors. He managed the Fidelity Special Situation Fund for 28 years to 2007, and during that time he achieved annual returns of about 19.5 per cent, turning a $1,000 investment into around $147,000. Read more...
How much is NZ's largest insurance company really paying out in insurance claims? The total amount paid out by Sovereign from April 2013 to March 2014 was $324 million for all claims - that's over $6 million a week. Click here to read more...

For more than 150 informative articles, visit our upgraded Money Maven Blog. Read new and archived articles covering both serious and amusing topics.
Contact us: 0800 64MONEY, sheryl@strategies.co.nz

Our Services: Financial Planning Advice, Investment & Retirement Advice, Developing a Portfolio, Risk Management, Mortgages, Options for over 60's, UK Pension Transfers, KiwiSaver, Professional Speaking.