Category: Financial advice

17 December 2018

A curmudgeon reads The Barefoot Investor

I’ve been meaning to write about Scott Pape – also known as The Barefoot Investor – for a long time. I have a lot to say. So consider...

Building Wealth / Financial advice / Investing / Managing risks

10 December 2018

Kiwis should embrace supermodels

(When I talk about embracing “supermodels”, I’m actually talking about embracing “super models”. As in, all Kiwis should care about the policy settings relating to NZ Superannuation. If...

Financial advice

19 November 2018

On bank conduct and culture

The Financial Markets Authority (FMA) and the Reserve Bank of New Zealand (RBNZ) published a long-awaited report on bank conduct and culture earlier this month. The review, and the...

Financial advice

29 October 2018

Show me the consequences and I’ll show you the outcomes – why our financial services laws need to be enforced more aggressively

This article is a call to arms for a crack-down on misconduct in the financial services industry in New Zealand. “Show me the incentives and I’ll show you...

Financial advice

15 October 2018

The issue isn’t “bad apples”. What New Zealand can learn from Australia’s Royal Commission

Morbid fascination, peppered with dismay and cautious optimism. That’s how I describe my feelings about Australia’s Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry....

Financial advice

31 August 2018

Why Fairhaven Wealth’s fees are increasing

I officially launched Fairhaven Wealth in March 2017. (Here’s the blog post that started it all.) A year and a half in, the venture has been a success. I’ve...

Financial advice

2 July 2018

When should a financial adviser say they’re “independent”?

I recently had a public brouhaha about a financial advice business that was claiming to be “independent”, even though it was partially owned by a financial product issuer....

Financial advice / Investing / Property

11 June 2018

Where are people getting advice about direct property and what sort of advice are they receiving?

On May 24 I wrote my first “tweetstorm” (follow me on Twitter here). I made a number of observations about the FMA’s recent snapshot of NZ’s 1,800 Authorised Financial...