Helping you succeed in life's financial journey

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Posts by Richard Maloy:

Should I buy a rental property?

As New Zealanders, we enjoy the buzz of listing, buying and selling. And it's not at all surprising – the property market has been delivering excellent long-term returns. But is investing in a rental property still a smart move? Here are some pros and cons to keep in mind.

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Paul Glass: Taxing our Future

Devon Funds recently put out a thought-provoking article on the recent discussion around Capital Gains Tax.

It's food for thought so we thought it worth sharing here.

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Are you contributing enough to your KiwiSaver for Retirement?

How much KiwiSaver money would you need on top of NZ Super, to fund the lifestyle you're envisioning? We’ve put together some helpful hints and tips to get you started. 

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The residential care subsidy - could a trust upset your eligibility?

A long-term stay in a rest home or hospital is a costly but often necessary reality. This article looks at the government subsidies available, and whether placing assets in a trust could work against you. Sit down with a nice cup of tea for this one!

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Retirement age - the age-old issue!

The retirement age will soon be increased to 67. The NZ population is ageing so what can we as a society do about it? And what does it mean for your own prospects for retirement? Let's take a look!

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Bonus Bonds - are you feeling lucky???

Every month one bonus bond holder will win $1,000,000 tax free. Even second and third prize sound enticing at $100,000 and $50,000 respectively. But how do the odds stack up? Find out here.

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How to transfer your Australian Super to KiwiSaver

Deciding whether to transfer your Aussie Super to KiwiSaver (that's the article we wrote on it) is a decision that shouldn't be made lightly - we recommend looking at the... Read more

3 signs you need an Investment Adviser

Others simply don't know where to start! An Investment Adviser can work with you to create personalised investment and wealth generation solutions. Read more

What to do with a windfall - five things to think about first

Receiving a lump sum can be quite dreadful and exciting at the same time. Tempted to blow it all, or keen to hold it close to your chest? Unsure? Before you do anything, read this!

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How to make the most of your KiwiSaver: the 5 must-do's!

It's great that Kiwis are becoming more and more engaged in planning for their future. With life expectancy rising in New Zealand, making a few key decisions now can really... Read more

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