Like me, you may have noticed retirement villages popping up everywhere around Auckland – there are now 3 within about 1km of where I live (yes, it’s a pretty exciting suburb!) The surge in retirement villages reflects a couple of…
Portfolio Rebalancing
When an investment portfolio is created, it is (or should be) based on the risk appetite and return requirements for that particular investor. For example, an investor approaching retirement may settle on a balanced portfolio of 50% growth assets (equities…
How much is enough?
Thinking about retirement? How much do you need to fund the retirement you would like? If you Google “retirement calculator” you will see there is no shortage of online tools to help work out how much money you need to…