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SEPTEMBER NEWSLETTER UPDATE
“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:
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)
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Should you consider switching KiwiSaver Schemes?
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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...
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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...
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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...
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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...
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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...
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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...
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For more
than 150 informative articles, visit
our upgraded Money
Maven Blog. Read new and archived
articles covering both serious and amusing
topics.
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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.
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