Financial advisers

NZ Herald 1 August 2015

Q&As: Gold bugs disappear now that their price has plunged; 2 Q&As about older bank customers getting poor service; How to judge your financial adviser; 76-year-old doesn’t have to reduce risk.

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NZ Herald 25 July 2015

Q&As: Couple’s rental property plans riskier than they might think; What happened at Milford, and how are KiwiSaver members placed?; Bank adviser may regret lack of interest in man in his 90s; Hard to be a young, independent adviser.

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NZ Herald 18 July 2015

Q&As: Financial advisers fail to give good advice on risk to woman in 20s; If a bank fails, a percentage of all accounts would be frozen…; And only a small amount in transaction accounts would be exempt; Reader is disappointed that I didn’t discuss the tax on gains from property.

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NZ Herald 11 July 2015

Q&As: Has reader discovered the secret to beating the share market?; Could a bank failure lead to cuts in KiwiSaver funds?…; …And Bonus Bonds?; A reader is happy with their adviser; But another reader dumped the same adviser.

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NZ Herald 27 June 2015

Q&As: Government seeks your views on financial advisers; You want an Auckland house? Go ahead and buy one; Similarly, buy the bach now; Where to save extra, over and above KiwiSaver…; And watch out for fee differences.

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NZ Herald 20 June 2015

Q&As: Are “women’s gifting circles” legit?; Is bank financial adviser giving “best” advice?; KiwiSaver tax credits don’t cross the Tasman; Tips on getting more from a revolving credit mortgage.

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NZ Herald 7 February 2015

Q&As: Can 57-year-old separated woman on low income get a mortgage?; Should move from term deposits to balanced fund be done all at once?; Ditto for move to higher-risk KiwiSaver fund; How to get independent advice — on paying down the mortgage.

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NZ Herald 12 April 2014

Q&As: The time it takes to get money out of fund is ‘outrageous’; Can NZ advisers and fund managers do better than the market as a whole?; How and when to bring money back from Australia; How a landlord can analyse whether a property is a good investment.

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NZ Herald 17 August 2013

Q&As: Young couple bonds over share investing; Possible issues with capital gains tax valuation date; 2 Q&As on retired farmer’s low investment return; Should KiwiSaver tax credit go to working 16 and 17-year-olds?

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