Financial advisers

NZ Herald 30 January 2010

Q&As: Investing doesn’t have to be a part-time job. There’s still time for novel reading; KiwiSaver calculation — far from being wrong — is correct to the cent; How the lack of a tax credit for kids in KiwiSaver affects contributions to their accounts; There’s much more to financial advice than just investing.

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NZ Herald 23 January 2010

Q&As: Should couple repay mortgage with redundancy money, or invest it in KiwiSaver or elsewhere?; Big KiwiSaver provider should know better about first-year tax credits; More information available about investment advisers — and are hourly or percentage fees better?; Less room for trouble if people make their own investments after seeking adviser’s recommendations.

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NZ Herald 7 November 2009

Q&As: Independent fee-charging advisers — the ones readers should be able to count on — to be listed in this column; Are accountants obliged to minimise tax, and to not dob in their clients to Inland Revenue?; Contributing to adult children’s KiwiSaver accounts a good idea, even if they end up losing some of it in a marriage break-up. Also: An invitation to attend a breakfast representing investors.

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NZ Herald 31 October 2009

Q&As: Tax agent and Inland Revenue differ on treatment of investors selling rental properties; Two big issues lead to bad financial advice results; Is this column dominated by KiwiSaver?; Generally, don’t put lump sums into KiwiSaver.

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NZ Herald 24 October 2009

Q&As: Are house prices less likely to fall in posher suburbs?; Financial advisers paid by commissions can’t do as well as someone who is independent; Two Q&As on why recently issued preference shares are not good investments.

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The Investor 8 September 2009

Performance pay not as good as it sounds. Here’s a radical idea: pay financial advisers according to the performance of the investments they put you in. Sounds appealing, but would it work?

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NZ Herald 29 August 2009

Q&As: Just because a so-called financial expert is confident, that doesn’t mean he or she is right; If you haven’t worked for a while any time in the last five years, you may well be in for a tax refund; Don’t delay joining KiwiSaver, even if you’re worried that you could be made redundant; KiwiSaver tax credit lark for the newly retired is too good to be true.

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