NZ Herald 25 March 2017
Q&As: A good reason to have a high credit card limit; One reader fires his bank…; …While another is fiercely loyal; Why I prefer managed funds over shares for most; Rules about income for recipients of rest home subsidy.
NZ Herald 18 February 2017
Q&As: Which is better — a KiwiSaver share fund or KiwiSaver property fund?; KiwiSaver investments don’t change at 65, unless you’re in a life stages option. What are they?; No tax consequences of parents’ gift to help pay off mortgage; Bring UK shares over and pay down mortgage.
NZ Herald 11 February 2017
Q&As: The struggle of some beneficiaries; If you don’t like bank’s interest payment policy, shop around; Should couple put all their cash in house deposit, or invest in shares too?
RNZ Radio 2 February 2017
Is it wise to borrow to make a property or share investment?: What is leverage — a.k.a. gearing — and how does it work?; Pros and cons of using it; Why it’s wise to pay down your mortgage.
NZ Herald 17 December 2016
Q&As: Many reasons why a winning active share fund won’t stay on top; Why do husband and wife’s funds perform so differently?; Offset mortgages more vulnerable than revolving credit loans; No plans for 2 big banks to follow others with offset mortgages; Do employers deserve praise for contributing to KiwiSaver?; Update on proposal to raise NZ Super age.
NZ Herald 19 November 2016
Q&As: NZ tops the world — so it might be better to wait to buy a house; KiwiSaver tax credit still $521; Share fund not so great — especially if you check what it’s measured against.
NZ Herald 12 November 2016
Q&As: Risky to put all your money in a single share; Reader recommends book and website about index funds; NZ research on active v passive similar to elsewhere; My maths is called into question; A reader doesn’t like debate in column…; …But another reader is happy; KiwiSaver rules if you move overseas.
NZ Herald 5 November 2016
Q&As: In retirement planning, first work out how long you’re likely to live; Did angry reader actually read my last column?; Another columnist and I battle it out over active v passive funds; Sometimes leasehold property works out well.
NZ Herald 29 October 2016
Q&As: Why I won’t publish list of top-performing share funds; What happens to KiwiSaver at 65…; …but what if you’ve been in the scheme less than 5 years?; Bad news for travelling teacher about NZ Super eligibility.
NZ Herald 22 October 2016
Q&As: Should we be getting out of property and shares?; Leasehold property not always a bad idea, but…; KiwiSaver tax credit numbers not quite right.