by AdviceFirst | Sep 16, 2024 | Personal Advice, Sustainable investing, Wealth Management
We grow wealth for many reasons: to create options, retire comfortably, improve security, or help the next generation. Whatever your reason is for growing wealth, there are many pathways towards achieving wealth. What’s suitable for you depends on a variety of...
by AdviceFirst | Aug 14, 2024 | Personal Advice, Sustainable investing, Wealth Management
In recent weeks, global equity markets have experienced significant volatility, with prices falling by around 5% since mid-July. This sudden drop, driven by various factors including unexpected rate changes by the Bank of Japan and softer-than-expected U.S. labour...
by AdviceFirst | Aug 12, 2024 | Personal Advice, Sustainable investing, Wealth Management
You’ve worked hard building up to the day where you clock out for the final time to enjoy the fruits of your hard-earned labour. Retirement is the day we’ve all been planning for – but the transition from a saving mindset to spending can seem scary at first and...
by AdviceFirst | Jul 10, 2024 | Personal Advice, Sustainable investing, Wealth Management
With over 30 years of experience in financial services, Peter is dedicated to helping his clients achieve their financial goals. We’re delighted to welcome him onboard as our latest addition to the Wealth Team. From avid Warriors fan and explorer of New Zealand to...