You’ve worked hard, invested wisely and taken a few calculated risks. Having done well for yourself, you want to give something back to your community. For those who want to use their will to do good in a strategic and long-lasting way, the Community Foundation model is worth a look. Community Foundations are local, independent…

In support of Community Foundations of New Zealand Wills Month we partnered with Dentons to explain the importance of having a will. As lawyers involved in preserving and enhancing family wealth we regularly meet with clients to discuss their objectives and risks. It is surprising how often we realise that a client does not have…

Produced in association with our strategic partner J.P. Morgan Asset Management. The US sharemarket has enjoyed a stunning run of late, led by a handful of companies labelled the ‘Magnificent Seven’. These seven companies are all technology giants and most have been associated with advancements in artificial intelligence. Investors are now questioning whether their incredible…

Passing on wealth needs careful planning and discussions with experts.

This article was originally published on the BusinessDesk website. The sudden influx of a substantial sum – like those farmers receive when they sell the family farm – can sometimes be less of a windfall than it first appears. Craigs Investment Partners Investment Adviser Andrew McLean has heard plenty of those tales when the arrival…

Experts say there is a sea change in the way people are investing. There’s a fascinating statistic from the Financial Markets Authority showing 68 per cent of New Zealanders prefer investing their money ethically and responsibly – though only 26 per cent have actually done so. It’s perhaps the strongest demonstration of the value placed…

Enterprise Angels, based in Tauranga, New Zealand, recently marked its 15th year as one of the country’s largest and most dynamic angel investment networks. Craigs Investment Partners, led by Neil Craig, has played a pivotal role in the establishment and ongoing success of Enterprise Angels. Enterprise Angels offers a unique model of early-stage investing, boasting…

August is Money Month, an initiative run by Te Ara Ahunga Ora (the Retirement Commission) to help improve financial wellbeing. With that in mind, I thought I’d let aspiring share investors in on a secret, which is that it’s much easier than people think. In fact, if you follow two simple rules it’s hard to…

  Guest editorial written by Charles Stanley. Stock market history is littered with ‘bear markets’, generally considered to falls of more than 20% from a previous peak, as well as lots of smaller downturns. If a decline is more than 10% but less than 20% it is usually considered to be a ‘correction’. Anything less than…

Communities around Aotearoa NZ are set to benefit from the investments of $750 million over the coming years, thanks to the recent growth of Community Foundations in New Zealand. Almost 20 years ago, Sir Stephen Tindall and his friend from college days, Bill Holland, discovered a new way of giving that was gaining real momentum…