Investment strategies

NZ Herald 9 March 2019

Q&As: Man with terminal illness should simplify investments as much as possible; Several ways to look at NZ tax burden; Bach owner should stop worrying about proposed tax; Mortgage interest on holiday home would not be deductible. Have you got questions about tax report?

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NZ Herald 23 February 2019

Q&As: New Smart Investor online tool will give reader info on non-KiwiSaver investments; Past performance can be very misleading; Former rental property fan is now getting out; Couple should consider young children in their investment decision.

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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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RNZ Radio 7 February 2019

Playing with numbers. 1. Dollar cost averaging: How it gives you bargains; Does it work if you have a lump sum? 2. Rule of 72: How long for an investment to double?; If investment has doubled, what was your return? 3. 40 years in KiwiSaver: 3 times as much in high-risk fund; 1.5 times as much with lowest fees.

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RNZ Radio 29 November 2018

Sorting your finances step by step. Based on Mary’s new book “Rich Enough? A laid-back guide for every Kiwi”: Why it’s best to do it in steps. Why the steps are in this order. What the steps cover: Step 1. Start now — it’s easy; Step 2. Kill off high-interest debt; Step 3. Set up insurance — and a rainy day fund; Step 4. Join the best KiwiSaver fund for you; Step 5. Boost your saving painlessly — how and where; Step 6. Stay cool; Step 7. Head confidently towards retirement — and through it; Step ? (when it’s the right time for you — if ever): Buy a house, or sell one.

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NZ Herald 24 November 2018

Q&As: Do we need $1 million for retirement?; Is “rule of thumb” offensive?; Advice that has stood the test of time; Reader says property manager well worth it; Is buying jewelry a way to get subsidy?

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NZ Herald 3 November 2018

Q&As: Couple in 70s plan to sell house and rent. Why not?; Stay conservative if you don’t know when you’ll need the money; Member of bank KiwiSaver scheme watching his balance too closely; Future government unlikely to limit KiwiSaver withdrawals in retirement.

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NZ Herald 6 October 2018

Q&As: Should reader reduce risk in the current climate?; Is it a good idea to split your KiwiSaver money into two funds?; Is KiwiSaver provider doing what they claim to be doing?; Hold payday lenders responsible, reader says.

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NZ Herald 4 August 2018

Q&As: Should student extend his student loan so he can invest in KiwiSaver?; Reader challenges what I said on dollar cost averaging, but ignores psychological side; Another reader warns about costs of dollar cost averaging; Why isn’t all KiwiSaver money in growth funds?

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