compliance

Investing in Offshore Investments?

If you invest in overseas shares or overseas equities, you could be taxed on the unrealised gain under NZ's FIF rules.

Investment

Tesla’s Rise Reveals Weak Points of Indexing

Index additions and deletions are typically a routine affair, but the recent announcement by S&P that Tesla would be added to the widely tracked S&P 500 Index stirred up quite a lot of attention.

asset protection

Big picture investing

Financial Adviser Michael Beech reasons why there is a lot to be said for stepping back and looking at the big picture when it comes to investing.

financial planning

What about Greece from an investor's perspective

The world's markets and media financial pages have been consumed recently by the stand-off between debt-laden Greece and its international lenders over the conditions of any further bailout. New Alliotts Financial Advisor and Investment Specialist Michael Beech flags some key points to keep in mind.

cash

Investing your money: Surf where the waves are big?

Clients often ask me where in the world they should invest and the saying “Surf where the waves are big” sometimes springs to mind. If you want a big reward, you need to be where the action is. So where is the investment action right now?  Where should you start to look?

bonds

Post GFC are shares the new place to be?

Bonds, with their well-earned reputation for modest but steady returns, looked so very attractive in the risk-averse wake of the Global Financial Crisis (GFC). In fact they looked so good that huge amounts of cash chased bonds worldwide in the period 2008-2012.  Understandable, of course, but the result has been what you always get when lots of money bids for one asset class – a price bubble.