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Hi, and welcome to the very first Nest Egg Investments blog post!\u00a0\u00a0My goal is to write a new post weekly, offering my thoughts mostly on\u00a0subject matters\u00a0relating to investing, retirement saving\/spending, KiwiSaver, etc.\u00a0 I’ll also\u00a0write from time to time on what I have learnt (including the mistakes I’ve made) in going through the process of setting up a new business from scratch!<\/p>\n
For this inaugural post, I want to step back a bit from the nuts and bolts of investing, and talk about some of things that were uppermost in my mind as I worked through setting up Nest Egg Investments, and which will (I hope) provide a point of difference.<\/p>\n
The first question I asked myself was “what is the core need you are trying to meet with this business”?\u00a0 Is it simply about helping people to get wealthy, or wealthier?\u00a0 Well, certainly a big part of what Nest Egg Investments does is to work with clients to maximise their investment returns, so that is\u00a0indeed an important\u00a0need that is addressed.\u00a0 But an even\u00a0greater need for most clients is to achieve financial peace of mind – to be secure in the knowledge that their hard-earned savings are being invested wisely, and to not be stressed about their finances and their investments.<\/p>\n
So\u00a0defining the most important core need that Nest Egg Investments aims to meet, it is to provide financial peace of mind.\u00a0 What I like about this goal, is that it involves much more than just picking good investments – it’s also about understanding the client, their goals, their financial personality, financial discipline, and coaching.<\/p>\n
There are also 3 over-arching business values that form the building blocks for the Nest Egg Investments business.<\/p>\n
The first is simplicity.\u00a0 There is undoubtedly a lot of complexity in the financial\u00a0advice industry.\u00a0\u00a0This often extends to\u00a0unnecessarily complex products, and customer communications that\u00a0are full of jargon and technical gobbledegook.\u00a0 My goal is to de-mystify investing, describe things in simple, easy to understand terms, and avoid unnecessary complication wherever possible.\u00a0 And if I don’t fully understand a product or service, I will certainly not be recommending it to\u00a0my clients!<\/p>\n
The second is transparency.\u00a0 My aim here is to be fully up front about the services I provide, and the fees I charge.\u00a0 As simple as that.<\/p>\n
Last but not least, I decided\u00a0at the outset\u00a0that Nest Egg Investments would be fully independent.\u00a0 What does independent mean?\u00a0 Firstly, the income Nest Egg Investments receives\u00a0is from client fees\u00a0for advisory services provided – and nothing else. \u00a0Nest Egg Investments doesn’t accept any commissions or payments from product providers.\u00a0 Secondly, Nest Egg Investments considers a very broad range of investment opportunities, and isn’t restricted to advise on just a narrow range of products.\u00a0 Simply put, this ensures\u00a0there\u00a0are no conflicts of interest, and\u00a0Nest Egg Investments acts in the best interest of the client at all times.<\/p>\n
These are the business foundations that were top of mind when I formed Nest Egg Investments: providing financial peace of mind, simplicity, transparency, and independence.\u00a0 They are the philosophies that define the company, and differentiate the business.<\/p>\n
Thanks for reading.<\/p>\n
Dean Edwards<\/p>\n","protected":false},"excerpt":{"rendered":"
Hi, and welcome to the very first Nest Egg Investments blog post!\u00a0\u00a0My goal is to write a new post weekly, offering my thoughts mostly on\u00a0subject matters\u00a0relating to investing, retirement saving\/spending, KiwiSaver, etc.\u00a0 I’ll also\u00a0write from time to time on what… <\/p>\n","protected":false},"author":1,"featured_media":52,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-131","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"aioseo_notices":[],"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/nestegginvestments.co.nz\/index.php\/wp-json\/wp\/v2\/posts\/131","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nestegginvestments.co.nz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nestegginvestments.co.nz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nestegginvestments.co.nz\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/nestegginvestments.co.nz\/index.php\/wp-json\/wp\/v2\/comments?post=131"}],"version-history":[{"count":17,"href":"https:\/\/nestegginvestments.co.nz\/index.php\/wp-json\/wp\/v2\/posts\/131\/revisions"}],"predecessor-version":[{"id":138,"href":"https:\/\/nestegginvestments.co.nz\/index.php\/wp-json\/wp\/v2\/posts\/131\/revisions\/138"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nestegginvestments.co.nz\/index.php\/wp-json\/wp\/v2\/media\/52"}],"wp:attachment":[{"href":"https:\/\/nestegginvestments.co.nz\/index.php\/wp-json\/wp\/v2\/media?parent=131"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nestegginvestments.co.nz\/index.php\/wp-json\/wp\/v2\/categories?post=131"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nestegginvestments.co.nz\/index.php\/wp-json\/wp\/v2\/tags?post=131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}