Financial advisers

NZ Herald 16 February 2019

Q&As: Should readers put inheritance into a rental property?; Should another reader keep their rental or seek higher returns?; Property versus shares over the last 10 years; Couple in late 70s should reconsider shares — and their adviser; Reader perhaps overrates paying down mortgage.

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NZ Herald 19 May 2018

Q&As: Hard to get info about tax on gains from share trading; In KiwiSaver, the government’s deal gets better, but not the employers’; Superannuitant should take heating payment and give it to charity; Landlord objects to my comment, says he works hard; Comments about financial advisers sought.

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RNZ Radio 3 May 2018

How to find a financial adviser who has your interests at heart: Why use an adviser?; How to make a short list of possible advisers; Questions to ask them — initially by email; Meet the candidates for the job of advising you.

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RNZ Radio 19 October 2017

Why shares are the new houses for Generation Rent: A listener’s letter — well done on debt and saving!; How much should renters be saving?; KiwiSaver’s role; Where to put the savings; Where to get advice — banks? advisers?

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NZ Herald 5 August 2017

Q&As: Easy rule of thumb on how much you’ll need in retirement; KiwiSaver solution for Downs syndrome son; Reader unsuccessful at opting out of KiwiSaver; Different types of fees-only financial advisers.

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NZ Herald 29 July 2017

Q&As: Why term deposit returns now beat old returns above 10%; Is it OK if an employer makes employees pay their own KiwiSaver employer contributions?; Is it better to pay down the mortgage fast or be in KiwiSaver?; Might a fees-only financial adviser still accept commissions?

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NZ Herald 22 July 2017

Q&As: Helpful Rule of 72, and which KiwiSaver return is most accurate?; Correction on KiwiSaver fee breaks for children; A good way to choose a financial adviser; Online event on women’s financial futures.

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NZ Herald 15 July 2017

Q&As: Gift vouchers have their faults, but they’re not scams; How to find a financial adviser that doesn’t receive commissions; Why KiwiSaver returns on your own contributions are so high; KiwiSaver providers that don’t charge fees for under-18s; Winners of seminar tickets contest.

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NZ Herald 10 June 2017

Q&As: Don’t miss KiwiSaver tax credits — and why kids do miss out; How to calculate tax credits for new KiwiSavers and those turning 18 or 65; Savings goal from adviser looks too high; Please email to say how well you’re doing in KiwiSaver.

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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.

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