Kingshield's advisers frequently work with UK migrants and other clients who hold sterling (GBP) cash funds. Two common issues often arise in these discussions: A reluctance by people to convert their British pounds (GBP) into NZ dollars (NZD) until the exchange rate reverts to what they consider to be an appropriate level, typically $2.50 [...]
In June 2014, the Financial Markets Authority (FMA) estimated that there were approximately 1,700 practising Authorised Financial Advisers (AFAs) in New Zealand. Out of all these people, who'll be the person you want to take care of you and your investments? How and where do you begin your selection process? We hope that the [...]
How do clients chiefly judge the value of the relationship with their financial adviser? Feeling a "sense of security" or "peace of mind" is the top answer, at least according to research carried out by Dimensional Fund Advisors earlier this year. Dimensional Fund Advisors surveyed nearly 19,000 investors in the USA, Europe, Canada, New [...]
