March 2020 was pretty scary. On March 11, the World Health Organisation (WHO) declared COVID-19 to be a pandemic. New Zealand’s 4-tiered Alert Level system was announced on 21 March. ...

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I haven’t written any “Weekend reading” articles recently. This hasn’t stopped me from collecting a pile of clippings and links. I’ll have missed many good articles, but some that are ...

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In the Saturday 1 July 2017 edition of The Press: Susan Edmunds discusses the financial ramifications of divorce, especially for people over 50. Takeaways include: Entering into a property relationship ...

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In the Saturday 17 June 2017 edition of The Press: Liz Koh explains that “Excessive frugality can be as bad as over-spending “. Koh explains that “neither underspending nor overspending ...

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There wasn’t a lot to report from The Press or Sunday Star Times this week. From the Saturday 10 June 2017 edition of The Press was “10 ways to stop money stress“ by ...

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From the Saturday 3 June 2017 edition of The Press: “Foundations of resilience an issue of national importance” by Liz Koh. I found this article refreshing, in that it recognises ...

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I’m not a big consumer of traditional forms of media (I talk about sourcing media here). But I enjoy reading the “Your money” section in the Saturday edition of The ...

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A buy-sell agreement can be thought of as a “business will”. It’s an agreement between the owners in a business about what will happen if one of them dies or ...

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This is an edited extract from my new book, WEALTH: Simple Tips for Young Professionals. If you’re interested in receiving a copy, you can buy it from Lulu.com or contact me (Sonnie) ...

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If this blog is your only source of information in relation to wealth and risk management, I’m honoured! But I hope that’s not the case. I encourage everybody to consult ...

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Two personal experiences in the past fortnight. These aren’t characteristic of insurance advisers but I need to get them off my chest: My wife and I were pitched with insurance ...

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I am both attracted and repelled by the “self improvement” genre. At its heart, I agree that we can get better at many things in life. These include soft skills ...

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The Sunday Star Times recently published an article by Martin Hawes titled “The Trust Relationship“. In the article, Hawes talks about the important process of weighing the advantages of having ...

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I’ve discussed budgeting and its importance in the past. Budgeting is about setting priorities. Even Bill Gates needs to do it. It’s something we all should do – to ensure that our ...

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I’ve been lured by the siren call of minimalism several times over the last few years. There is an attractiveness to the philosophy – that “less (stuff) is more” – that’s ...

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