"We can, and do, rest easy, secure in the knowledge that our financial interests are in good hands..."

G & J
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Financial Advisers

Investment Plans – Compare Apples with Apples

01 Nov 2011
in

In today’s regulated financial market, it is no longer a simple process to obtain financial advice. Your first port of call should be to ascertain the status of your prospective adviser. Only advisers, who have become authorised, can offer advice on a full range of investment products to most potential investors. An adviser’s primary disclosure statement should detail this information.

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Finance Company Outcomes

07 Sep 2011
in

During the past week several significant events occurred relating to the blurry past of the demise of finance companies. The finance company sector collapse debacle seems to have gone on for years, over four years in fact and therefore it predates the so called global financial crisis.

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Is your adviser on your side?

25 Aug 2011
in

Many investors seek help in managing investments. The quality and type of help they seek can vary dramatically depending on one small detail, who is paying their adviser? If you are paying the adviser, the adviser should be working for you. Most importantly, it is important to understand the nature of the relationship between you, your adviser, and the investments that the adviser recommends.

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KiwiSaver Turns Four

27 Jul 2011
in

KiwiSaver has this month turned four. Currently there are around 1.75 million members, whose investments are valued at close to $9 Billion. Of this, around 40% of the amount is from the government’s contribution, 40% from the employees and 20% from employer’s contributions. The numbers are well above the level expected when the scheme was first announced.

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Common Fixed Interest Investments

18 Feb 2011
in

When it comes to fixed interest investing, there are a number of investment options. The actual terms of an investment are detailed in the prospectus and/or the investment statement. A title e.g. “debenture”, only provides a few clues about what to expect. 

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