NZ WEALTH & RISK Blog

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Love people, not money

If money is your focus in life, I recommend reassessing your relationship with money. It’s is important, but only in an instrumental sense – to help you live in line with your values and priorities. And if you want to be happy and have a meaningful life, I recommend prioritising your relationships with other people.

Free financial advice for professional trustees

Some blunt advice for trustees of trusts with funds available to invest. You can probably save a lot of money in fees once you realise that investing isn’t that hard, and low-fee, index-based funds can do most of the heavy-lifting for you.

The difference between a financial adviser and an investment manager

If the first question you ask a financial adviser is “where do you get your research from?”, it probably means you’re confusing the roles of financial advisers and investment managers. It’s an easy distinction to overlook – many financial advisers think they’re investment managers, too.