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

G & J
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Investment Performance

Avoiding Costly Property Investment Mistakes

18 Apr 2018
in

We all know that the property markets throughout New Zealand’s major cities appear to be overheated. House prices have increased at rates numerous times faster than the inflation rate. Great for property owners, but a nightmare for those buying their first homes.

There has been a swing away from Auction to sale by fixed date. This effectively creates a tender type process. It also offers buyers better consumer protection.

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It’s almost tax time

21 Mar 2018
in

As we are now very close to the end of the tax year, for many investors, it is very timely that they get their financial records up to date. Investment Portfolio Tax can either be a very interesting topic, boring, simple, or a plain chore.

It has been around ten years since the investment taxation laws were changed to any extent. Changes were needed to accommodate KiwiSaver and the introduction of PIE Funds. The change also flowed through to foreign investment funds.

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Avoid Costly Property Investment Mistakes

19 Sep 2017
in

We all know that the Auckland property market is very expensive, with house prices having increased at rates significantly faster than the inflation rate. We also know that from recent sales figures the average property sale price seems to have fallen slightly. We also know that the number of listings has declined from the peak. It had been great for Auckland property owners as their wealth increased whilst effectively doing nothing but paying the mortgage.

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Housing Affordability

13 Sep 2017
in

One of the key political themes for this election is on housing prices and affordability. Obviously, this is not surprising, when so many people have decided that they want to live in Auckland. House prices are largely a function of supply and demand.

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Achieving a Balance in Life

06 Sep 2017
in

We all earn or create a certain amount of income during our lifetime. This can be through employment, investment or setting up a business. However, what you do with this income will determine how financially successful you are, which will ultimately impact on your ability to enjoy life.

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