Smart Adviser

How To Keep Your Financial Plan On Track

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor You’ve done the hard work and created a financial plan designed to achieve your goals and dreams. But making a plan is only the start.  Just like marriage, an effective financial plan needs good foundations, requires a long term commitment and […]

What Are Your Managed Funds Up To?

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor Investing in managed funds is an easy way for you to become an investor without the hassle of managing that investment. But not all funds are created equal so you need to be comfortable with what your fund is […]

Why You Shouldn’t Buy Material Gifts for Christmas… Spend Time Instead

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor Don’t buy material gifts for Christmas – instead, spend time. Your nearest and dearest don’t want you spending money you don’t have on gifts they don’t want. What they actually want is to spend time with the people they […]

Sneaky Shopping Tricks Retailers Use to Make You Spend More

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor Those sneaky retailers have spent a lot of time and money researching shopping tricks that make you spend more money in their shops. Learn their tricks and understand how to avoid spending too much at Christmas.     For […]

Does your business depend on you? Don’t put your business at risk!

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor Most business owners have probably taken insurance for their important possessions – such as buildings, infrastructure or other assets. But as a small business owner, have you insured the most important asset of them all – the people who […]

Does your business pose a risk to your personal wealth?

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor As a businessperson, you understand that your business is your biggest asset. Every business comes with a certain amount of risk involved, and as a new business owner, there is a lot of uncertainty associated with the job. Do […]

How to prevent market falls from threatening your retirement

Home Blog How to prevent market falls from threatening your retirement July 08 2025 One contributor How to prevent market falls from threatening your retirement Most people of working age have a retirement plan in place – after all, who wouldn’t want a comfortable and relaxed life after years of hard work? But a bearish […]

8 Effective strategies to protect your personal assets from business creditors

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor When you first start your business, you’re probably not thinking about what happens if it fails. But planning ahead for the worst-case scenario, even when the outlook seems calm, may save your home and personal assets from creditors. Why […]

Selling Your Business to Fund Your Retirement

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor Selling your business to fund your retirement can be a scary proposition. Finding the right buyer & getting maximum value for all your hard work takes time and careful planning. Is your business going to be sale ready? Why […]

What are the big Insurance Mistakes?

Home Blog What Should I Invest In? NZ Advice for Kiwis July 08 2025 One contributor When you take out an insurance policy, you’re counting on it being there for you when you need it. But some simple mistakes can mean you don’t have the cover you expect. Here are some of the things that get […]