NZ Herald Q&A Column

NZ Herald 25 March 2017

Q&As: A good reason to have a high credit card limit; One reader fires his bank…; …While another is fiercely loyal; Why I prefer managed funds over shares for most; Rules about income for recipients of rest home subsidy.

Read More

NZ Herald 18 March 2017

Q&As: Trusts may no longer enable well off elderly to get subsidy; Possible trap for parents giving money to adult children; What KiwiSaver rules would change when under National plan; Partial KiwiSaver tax credit in year you turn 65 — or 18; Good reasons for using a credit card.

Read More

NZ Herald 11 March 2017

Q&As: Mum objects to teenager being offered credit card; Newish Code places more responsibility on lenders; Another reader has trouble extending credit card limit; Help for people struggling to pay rates.

Read More

NZ Herald 4 March 2017

Q&As: Reader has same credit card trouble as last week’s correspondent…; …And last week’s correspondent finds the remedy doesn’t work; Another reader has a suggestion on credit card limits; And yet another one says ‘Fire your bank’; Thousands paying too much tax in KiwiSaver; Know your rights when dealing with financial service providers.

Read More

NZ Herald 25 February 2017

Q&As: Questions to ask before parents lend mortgage money to their children; Determined couple pay down big mortgage fast; Bank’s reluctance to extend credit card limit is surprising; Tax adviser thinks tax should have been mentioned last week.

Read More

NZ Herald 18 February 2017

Q&As: Which is better — a KiwiSaver share fund or KiwiSaver property fund?; KiwiSaver investments don’t change at 65, unless you’re in a life stages option. What are they?; No tax consequences of parents’ gift to help pay off mortgage; Bring UK shares over and pay down mortgage.

Read More

NZ Herald 4 February 2017

Q&As: How much emergency money, and where should it be invested?; When it’s a good idea to keep your bank at arm’s length; Should young couple buy a home now, or wait and hope on prices and exchange rates?; Best way to compare KiwiSaver funds.

Read More

NZ Herald 24 December 2016

Q&As: When you can take diversification too far; Where to invest in passive or index funds; Book is older than I thought; 2 letters from immigrants express their appreciation; 15 years later, advice has proved helpful.

Read More