Managed funds

NZ Herald 22 March 2025

Q&As:
– Couple should complain about adviser — and sell investment
– This trick doesn’t work for selling
– Where to get help on veterans’ pensions
– Apartment prices haven’t grown as fast
– 2 ways for retirees to delay paying rates
– How retirement spending rule works

Read More

NZ Herald 15 March 2025

Q&As:
– Pensions available for ex-servicemen and women — and their partners
– A reverse mortgage can work well
– Reader dislikes house price falls
– 2 Q&As on budget of retirees who live on NZ Super and save…
– … and should they be getting allowance?
– 2 Q&As on spending in your nineties
– Is Super included in retirement spending “rules”?
– Don’t bail out of KiwiSaver in turbulent times

Read More

RNZ Radio 13 March 2025

Keep contributing to KiwiSaver — through thick and thin.
– A listener’s email about children’s KiwiSavers, but it applies to everyone
– Don’t judge performance over short periods
– Stick with growth fund if not spending the money soon
– Contributing in downturns is a plus!
– How to support children and young adults in KiwiSaver
– Answers to listener Qs on KiwiSaver and market volatility

Read More

NZ Herald 8 March 2025

Q&As:
– How to stop your heirs selling a family treasure
– Couple lives on NZ Super, and saves $100 a week
– Managed funds or term deposits
– How much is needed to retire early?
– Do houses outgrow KiwiSaver?

Read More

NZ Herald 1 March 2025

Q&As:
– Should teen become a landlord — as house prices wobble?
– Last week’s NZ Super idea not so super
– Inheritances should be taxed
– Reader gave inheritance to her brother
– Is it really cheaper to be a single retiree?
– Kind words for property investment firm

Read More

NZ Herald 1 February 2025

Q&As:
– Where first home buyer, 24, should put savings
– Pros and cons of selling rental in retirement
– A tale of simple — but worrying — tax
– What to do when mortgage ends
– Helping a grandchild into KiwiSaver

Read More

RNZ Radio 30 January 2025

Go offshore with KiwiSaver
– 2024 — good year in NZ shares, but even better elsewhere
– Fall in Kiwi dollar contributed
– Should look longer term
– How to invest in international shares
– Disloyal to NZ?

Read More

NZ Herald 14 December 2024

Q&As:
– Sorry but a motorhome is not a home!
– Don’t forget dividends when judging ETF performance
– Could a US share crash be coming?
– A warning about charity donations, but….
– Defending luck, again!
– Means testing NZ Super not the answer

Read More

NZ Herald 16 November 2024

Q&As:
– Low-fee KiwiSaver funds a better bet
– 3 teachers comment on comparison with dairy farmer
– How KiwiSaver is taxed — and whether CGT would change that
– Overly worried about CGT
– Don’t sell home, a reader advises
– More rights for tenants

Read More

RNZ Radio 14 November 2024

How can men (and some women!) invest better?
– What men do well with their investments
– Where there are problems
– Research on trading frequency
– What to do with a lump sum

Read More