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Diversification – your double-edged defence to greater long-term results
Are you protecting your long-term wealth with diversification? According to stats from the CFA Institute, only 21.4 per cent of U.S. stocks beat the market over 20 years from 1927 – 2020, illustrating the utmost importance of diversifying your portfolio and not relying on one ‘golden goose’ to bring you success. But what is diversification, and...
Protecting Retirement: Planning For The Unexpected
We all hope and wish for our ideal retirement; spending more time with friends and family, chasing a long-overdue passion project or relaxing on extended overseas holidays. Whether retirement is in the distant future, just around the corner, or you’re already there, you’ll know how essential it is to plan and prepare – not just for the things you...
Mortgage and Income protection: Comparing the options
Dreaming about the day you purchase your first home? Perhaps you’re reminiscing over the elation and joy that came when your offer was accepted? Your first home is a pivotal step in your financial journey. But, for many, it can also be a wake-up call when faced with the labyrinth of personal insurance choices, and understanding which ones are...
Empowering Your Financial Journey: A Spotlight on Andre de Almeida
Helping clients see their financial potential is a true point of pride here at AdviceFirst. As our business grows and evolves to serve your financial needs better, we love welcoming new people to our team of advisers. We’re delighted to introduce our most-recent addition, Andre de Almeida. Continue reading to learn more about Andre. What do...
Preparing for the Unexpected: The Value of Trauma Insurance.
We know that planning for the unexpected isn’t easy, especially at a time in your life when you are healthy and well. But despite the best intentions around leading a healthy lifestyle, a major medical event could sneak up on you when you least expect it. According to the Heart Foundation NZ, 175,000 Kiwis live with heart disease, and based on...
Win up to $2,000 towards Living The Kiwi Dream with AdviceFirst
Win up to $2,000 towards the getaway of your dreams. At AdviceFirst, we're passionate about helping Kiwis realise a better financial future and live their Kiwi dreams – whether they're financial, personal, or somewhere in between. That's why we're thrilled to announce our latest campaign, where we’re giving one lucky client the opportunity...