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A closer look at ESG investing and how fund managers meet ESG criteria

A closer look at ESG investing and how fund managers meet ESG criteria

As people look to align their investment choices to their values, our advisers are increasingly being asked about about Environmental, Social and Governance (ESG) investing – what it means, and the criteria fund mangers use when considering these investment opportunities. ESG is also known as responsible, ethical, green, socially responsible...

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Understanding your retirement investment projection

Understanding your retirement investment projection

You have just received an investment projection from your financial adviser. On first glance it looks as though you’ll be running out of money in retirement. It’s been a long day and suddenly you feel an unwanted sense of panic.  Stuffing the report into the folder marked “retirement”, you head to the couch and pick up the TV remote…………… For many...

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Trauma insurance – help when you need it most

Trauma insurance – help when you need it most

Nobody likes to think about serious illness or injury, but putting the right insurance policies in place will help protect your finances should you find yourself in these situations. One of our clients, James*, 61, was diagnosed with prostate cancer over a year ago. As you can imagine this was a very challenging time for James and his family. But...

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New housing policy: a boon for diversified investors?

New housing policy: a boon for diversified investors?

The Government has announced significant changes to taxation that will affect residential property investors. Designed to slow runaway house prices, the phased removal of mortgage interest deductibility from rental income was unexpected and received a mixed response. For those looking to buy a home, there was a flicker of hope. For property...

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Sustainable Investing or greenwashing?

Sustainable Investing or greenwashing?

Sustainable investing is becoming increasingly popular with more and more Kiwi’s showing their interest in the environmental, social and human capital impacts of the funds they are investing in. Due to this demand several funds have sprung up that are labelled “responsible”, “ethical” or “sustainable”.  But do they really live up to label or is...

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How we are helping Kiwis with their future

How we are helping Kiwis with their future

Recently we helped Helen*, aged 61, review her current insurance policies. Helen has had Trauma cover since 2002 and as part of our standard process we explained her policy back to her so she could more easily understand what she was covered for. During this conversation, Helen mentioned she was diagnosed with a critical illness a few years back....

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AdviceFirst is a Financial Advice Provider (FSP23242).