5 things that you need to consider when you are moving in with a new partner #1 – Work out how you are going to split costs Money is always one of the biggest causes of stress in a relationship. Before you move in together, work out how you will split the living expenses i.e. […]
Author Archive | Janet Natta
Is My Money Invested Responsibly?
Do your clients ask “Is my money invested responsibly?” I was recently asked my opinion on the question “is my money invested responsibly?” along with Rodger Spiller (Money Matters) and Simon Hassan (Hassan and Associates). Here are our three answers to that question.
Responsible investing missing the mark: White paper
New Zealand’s responsible investment managers are too focused on exclusions, a new white paper says Good Returns invited me (Janet Natta) to comment about “responsible investing missing the mark” – here’s the beginning of the article so you’ve got some context: Most fund managers had made changes to the way they invest members’ funds, over […]
the Seasons of Share Markets
The seasons of share markets I was pondering on the current record highs of the share market (both in NZ and the USA) and I realised that the share markets basically have a lot in common with the seasons. At the moment, here in NZ, we are sitting in a never ending winter, waiting for […]
5 things you need to do when you turn 50
#1 – Have a close look at your money management skills It is quite possible that you have gone from being a flush young person to a starving parent, and are heading back towards having a good disposable income again. (more…)
How to make sure don’t miss out on your portion of $302 MILLION for 2017
How to make sure you’re not one of the kiwis who miss out on their portion of $302 MILLION for 2017 Watch this short video to make sure you’ve taken steps to qualify regarding the government’s contribution to your KiwiSaver account. Please share among your friends and loved ones so they don’t miss out on […]
How kiwis missed out on $302 MILLION in 2016
Make sure you’re getting your full KiwiSaver tax entitlement Government Tax Credit An important component of any person’s KiwiSaver savings is the contribution that the Government makes each year, referred to as the Government tax credit. If you are aged between the age of 18 and 65 and you personally contribute $1,042.86 in the period […]
5 Ways to Make Hay While the Sun Shines
New Zealand is like “Godzone” Right Now In an economic sense, things in NZ seem to be progressing at a fast clip. Unemployment is at low levels, mortgage interest rates are at very low levels, inflation is low so the cost of living is not increasing significantly, exports are going well……NZ is a great […]
Brexit
as at 28/06/2016 WELL! Here we have the result that no-one saw coming. There was very little work done here in the office on Friday afternoon as I sat and hit “refresh” on the BBC website every 2 minutes as the results came in. The Brit in me was going YES! and the investment adviser […]
5 tips to make 2016 a prosperous year
1. Clear all your high interest debt If you put your Christmas gifts on the credit card, pay it off as quickly as you can! Set money aside each payday for your normal bills (food, power etc) and put as much as you can of the rest of your pay onto the credit […]