Kapiti Financial Advice Limited – KiwiSaver and Investment
Research published by Russell Investments concludes that the total value of an adviser in New Zealand is approximately 4.7% in 2024. The firm advises that this is substantially higher than the typical fee charged by advisers and a validation of the holistic service they provide to clients. It is a function of their ability to … Read more
Following a strong start to the year, global share markets drifted lower in February, on US policy uncertainty and the fading of the AI euphoria that drove US share markets higher in 2024. US policy uncertainty means the outlook for share markets is mixed. Despite recent weak data, the US economy remains resilient, corporate earnings … Read more
After a tumultuous month for global financial markets, global equities ended the month of August in positive territory and global interest rates moved lower. In the US, corporate earnings started to broaden out from the large technology companies. Locally, a reduction in interest rates is a positive development for the New Zealand share market. The … Read more
In their latest Investment Insight NZ Funds discuss a problem that has been concerning me for a long while. Fixed interest securities, such as bonds, have an important role in the portfolios of clients with a low tolerance to risk or a short time-horizon. They provide low risk and a steady interest income throughout the … Read more
I am pleased to announce that I have joined Derek Hughes at Mortgage Link Kapiti. Founded in the early 1990`s Mortgage Link was one of the first mortgage adviser groups in New Zealand, establishing relationships with most of New Zealand`s main lenders as well as an extensive range of other providers in the lending industry. … Read more