Shares and share funds

RNZ Radio 21 March 2019

Rainy Day Money: Why is it so important?; How much do you need?; How might you access the money — including through your mortgage; Where should you keep the money — if you haven’t got a mortgage.

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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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RNZ Radio 21 February 2019

How the New ‘Smart Investor’ Tool Can Help You. What is Smart Investor? Listeners’ letters and how the tool might help them: Investing beyond term deposits; Mortgage or KiwiSaver? And saving outside KiwiSaver; Diversifying beyond KiwiSaver.

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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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NZ Herald 2 February 2019

Q&As: Should first home buyer put KiwiSaver money into the purchase?; Should pay rise go into mortgage or KiwiSaver?; Is health insurance necessary?; Reader misunderstands role of NZX; NZ Super rises faster than costs, despite reader’s numbers.

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NZ Herald 26 January 2019

Q&As: Market timing is upside down – but reader shouldn’t do it anyway; Another reader seeks advice on timing, plus switching KiwiSaver providers; Use bond funds, not balanced funds, in retirement; Have I followed my own financial advice?; A correction about percentages of retirees in long-term residential care.

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RNZ Radio 24 January 2019

An important message for everyone in KiwiSaver. Mary answers listeners’ questions on: Whether to switch funds when your balance falls; Whether to move KiwiSaver money to term deposits in retirement; How the self-employed can make the most of KiwiSaver; How to tell if your fund is low or high-risk.

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NZ Herald 15 December 2018

Q&As: “Better area” doesn’t necessarily mean it’s a better investment; TSB is like Kiwibank on term deposit rules; Should superannuitant put inheritance in KiwiSaver to avoid means test?; Parents in 70s should quit work and get assistance; Advantages of not getting residential care subsidy; 55-year-old might as well retire.

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