Archive

NZ Herald 26 April 2025

Q&As:
– Home ownership v shares
– KiwiSaver funds beat inflation
– Deposit compensation list released
– Should woman borrow more than she needs?
– Where to get into on reverse mortgages and home reversion
– Boost KiwiSaver contributions any time
– Shorter questions please

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RNZ Radio 24 April 2025

The wisdom of our listeners!
Listeners’ best financial moves — entries in recent giveaway of Mary’s newly updated “Rich Enough? A Laid-back Guide for Every Kiwi”. We can all learn from them — or be amused by them.

– Marriage
– Debt
– Budgeting
– Investments
– Less conventional investments
– Saving for children

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NZ Herald 19 April 2025

Q&As:
– How to be fair with gifts to children for home purchases
– When share investments might not do well over a decade
– Challenging a family trust distribution
– Why reverse mortgage interest rates are higher
– A mortgage fund versus term deposits
– Winners in book giveaway

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NZ Herald 12 April 2025

Q&As:
– He quit KiwiSaver before the downturn, but what now?
– Conservative fund versus term deposits
– Finance company interest rates after Depositor Compensation starts
– Wisdom from her Scottish forebears
– An alternative to reverse mortgages….
– … and the 2 options compared
– WIN A BOOK!

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RNZ Radio 10 April 2025

KiwiSaver turbulence, and interesting findings about NZers and ethical investing
– Comments on market turbulence
– Keep contributing to KiwiSaver
– Listener questions
– Survey on ethical investing: Changing issues, who is most “ethical”

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NZ Herald 5 April 2025

Q&As:
– Slow down huge mortgage payments and live a little …
– … Similar for couple in 60s — spend that KiwiSaver
– Misunderstanding about reverse mortgages
– Is Warren Buffett’s company still best investment?
– 3 Q&As on Deposit Compensation Scheme — on timing, joint accounts, KiwiSaver

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NZ Herald 29 March 2025

Q&As:
– Put inheritance in finance company deposits?
– Should badly advised readers hire a lawyer?
– Bad advice ruined retirement
– Tax deductions might help couple
– Spend savings before postponing rates
– Psychology and selling gradually
– KiwiSaver funds usually unit trusts
– The maths of dollar cost averaging

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RNZ Radio 27 March 2025

Getting wise with mortgages
– Mortgage interest rates are falling. Huge rewards from keeping up old payments.
– 3 different types of mortgages — offset, redrawable and revolving credit, and who they work well for.
– Reduce term of mortgage — eg from 30 to 25 or 20 years. Makes a big difference.

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NZ Herald 22 March 2025

Q&As:
– Couple should complain about adviser — and sell investment
– This trick doesn’t work for selling
– Where to get help on veterans’ pensions
– Apartment prices haven’t grown as fast
– 2 ways for retirees to delay paying rates
– How retirement spending rule works

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NZ Herald 15 March 2025

Q&As:
– Pensions available for ex-servicemen and women — and their partners
– A reverse mortgage can work well
– Reader dislikes house price falls
– 2 Q&As on budget of retirees who live on NZ Super and save…
– … and should they be getting allowance?
– 2 Q&As on spending in your nineties
– Is Super included in retirement spending “rules”?
– Don’t bail out of KiwiSaver in turbulent times

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