Articles & Audio

NZ Herald 16 July 2011

Q&As: Retired couple with house in Christchurch’s red zone have several options to weigh up; Three Q&As about KiwiSaver for children and grandchildren; One adviser firm accepts pay-for-performance fees, at least to some extent.

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The Investor 16 July 2011

Cries of indignation, shock and fear from Credit Card Land. Three readers coming from three quite different perspectives responded to my last column about repaying credit card debt. One slightly indignant reader always pays his credit card bills in full, another was shocked at what happened when he didn’t one month, and the third has run up a $7000 credit card debt.

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NZ Herald 9 July 2011

Q&As: Reader wants to pay financial adviser according to performance, but advisers not so keen; Adviser’s reason for putting clients into finance companies is not good enough; RFAs — registered financial advisers — must also operate under stricter rules; Grandma might want to put conditions on financial help for student grandchildren.

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NZ Herald 2 July 2011

Q&As: How to find a good financial adviser; Difference between an adviser and a fund manager, and how they charge; Adviser should always make high-interest debt the top priority; 70-year-old KiwiSaver’s plan for her grandchildren.

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The Investor 2 July 2011

Have I got a deal for you? Pssst, want a fantastic deal? I may be able to get you into an investment with returns of just under 20 per cent a year, every year, after fees and tax. And it’s risk-free…

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NZ Herald 25 June 2011

Q&As: Should KiwiSaver member move to a provider with better investment performance?; Reader “gets it” on why KiwiSaver is so good; Another reader is over-enthusiastic; Is it wise to put more money into KiwiSaver?; Index funds are well and good, but what if everyone invested in them?

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NZ Herald 18 June 2011

Q&As: Why chimpanzee can outdo professional stock pickers; Reader might be able to beat the market in property investment, but he has little chance in shares; Which KiwiSaver providers offer index funds?; Do KiwiSaver changes favour those on high incomes? It depends how you look at it.

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The Investor 18 June 2011

Students fail at stock picking, but learn the important lesson. The students in a university financial literacy course that I teach are lousy at picking stocks. But that doesn’t matter. Hopefully in the course of the “Stock Picking Game” they learn plenty.

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NZ Herald 11 June 2011

Q&As: Should couple with iffy job prospects sell their shares to slash their mortgage?; Young KiwiSaver with an eye on first home help should move to a lower-risk fund; One KiwiSaver doesn’t appreciate how good his deal is…; And another is sick of whingers over the scheme; Did my comment about people’s inability to pick investments cover advisers?

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NZ Herald 4 June 2011

Q&As: Changes to KiwiSaver and NZ Super inevitable — and justified; Negatives about KiwiSaver not so bad; Reader loves KiwiSaver; 3 Q&As on tax credit and timing of it; Immigrants from UK lucky with their timing; UK interest rates not so low.

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