When was the last time you sat down and not only set some goals, but mapped out the best way to ensure they are achieved? Goal modelling is more than just financial planning — it’s a roadmap to achieving what truly matters to you. It’s getting answers on what you could be achieving in life, and the best way to get there.
As 2024 draws to a close, Lifetime proudly reaffirms its partnership with JANZ and shares important updates on investment and insurance benefits. Discover how changes to ANZ’s NZRT and AIA’s MyCare can impact you, and let us extend our warmest holiday wishes for a joyous festive season.
The intergenerational wealth transfer is an opportunity to create lasting financial security for your family, but it’s not without its challenges. Here are some considerations to take into account.
AMP has appointed BlackRock, one of the world’s largest asset managers, to replace ANZ as the new underlying investment manager of the ANZ Funds, which will be renamed the ‘Global Select Funds’.
When was the last time you sat down and not only set some goals, but mapped out the best way to ensure they are achieved? Goal modelling is more than just financial planning — it’s a roadmap to achieving what truly matters to you. It’s getting answers on what you could be achieving in life, and the best way to get there.
AIA’s MyCare (previously known as Best Doctors) is an additional benefit to the AIA Judiciary Insurance Scheme and there is no cost to the members. It has been a year since I last talked about MyCare in the JANZ newsletter, so I thought it was time to remind you all of this wonderful service and its benefits to you and your family.
As our lives become increasingly online, it is more important than ever to be vigilant when it comes to scams. As scammers become more sophisticated, the harder a scam will be to pinpoint. So, what does a scam look like? Scams can come in all shapes and sizes, but their aim is to blend into their surroundings well enough to eventually catch you out when your guard is down or in a moment of confusion.
AMP Wealth Management New Zealand Limited (AMP) is constantly looking at ways to add value and optimise investment options for members. It is important to them that they deliver on their proposition to their clients, which includes fund performance, fund options, all whilst being fee conscious. As such, AMP regularly reviews its third-party managers to ensure that they continue to deliver good outcomes and value for money for their members.
In a world that often measures success in financial terms, the Japanese concept of Ikigai offers a refreshing perspective. Transcending the boundaries of culture and geography, this philosophy loosely translates as "a reason for being." Ikigai is a convergence of what you love, what you're good at, what the world needs, and what you can be paid for. It's an approach that represents a broader view of prosperity, encompassing joy, purpose, and contentment. As financial advisers, we find this particularly compelling. This article delves deeper into how Ikigai can not only enrich your life but also inform your financial decisions for a more fulfilling journey.
Giving people the freedom to pursue the joys of life, without financial concerns, is what financial planning is all about. Its broad-based advice calibrated to each person's hopes, fears, preferences, and dreams. Its success lies in enhancing someone's quality of life and accelerating their financial independence. Financial planning is never just a discussion about money; it's about what the money is meant to provide, and how and when it's to be used.
