RESOURCES
Be Like DaVinci
One of Leonardo DaVinci’s more ingenious inventions was a self-supporting bridge. This DaVinci Bridge, as it has come to be known, uses its own weight to support itself. In many ways, this is just like a well-constructed retirement income plan. Most of the time people...
When Protecting Your Income, Think Long Term
Every year, many thousands of Kiwis lose the ability to work due to illness or injury—about 300 households a week are affected. While many get back to work within a reasonable period of time, not everyone can. There are many scenarios where you become unable to work...
Will a family trust protect your personal assets from your business dealings?
It seems like every man (and his dog) in New Zealand has a family trust. Are there genuine reasons that you, as a business owner, should be setting one up too? What is a family trust? Family trusts are designed to protect the ownership of your assets and benefit your...
CATEGORIES
How Much Do I Need to Retire in Comfort?
If you do a quick Google search, there are a lot of results claiming that you need a specific amount of money in order to retire comfortably. However, everyone is different and have varying needs. Kim Kardashian will have different expectations than your average Kiwi,...
Meet Mike
Mike knew that financial planning was important, but he didn’t have the answers himself. He decided to work with Sam Kodi, a professional financial adviser, to put a plan in place. This plan has strong foundations, is realistic and flexible, and works towards that...
How to prevent market falls from threatening your retirement
Most people of working age have a retirement plan in place – after all, who wouldn’t want a comfortable and relaxed life after years of hard work? But a bearish run on the markets could seriously affect your retirement prospects. Here is how you can make sure you are...