"Investing in Knowledge", Quarterly Newsletter
[ Up ] [ Newsletters ] [ Web Portfolio ] Creating Wealth Ltd distributes a colour, four page, quarterly newsletter to their clients.
The newsletters are saved in Adobe Acrobat pdf format 
{ You may also be interested in visiting our Joke & Quotation of the Week. and Fortnightly Articles }
First Quarter: March 2005
Click here to download the Investing in Knowledge Newsletter, click here (137 KBytes pdf file)
- Economic Update
2004: The year in review
2005: The Year ahead
- The Price is right!
An interesting aspect to consumer behaviour is the attitude we have towards insuring our own lives against the unexpected. We don't seem to ever question the need to ....
- Australian property investment
For the many people who have invested in properties on the Gold Coast in Australia, there has been some confusion in relation to ....
- New Tax Act
A new income Tax Act comes into force for the 2005/2006 tax year. The aim of .....
- Beware when changing trustees
When a trust makes an investment in a company, these shares are essentially in the trustees' names ie ...
- The Christmas Mum can't remember .... and we'll never forget!
Isn't it funny how the relationship with your parents changes? When you are ..... - Lyford Asset Management Ltd: Why change?
Why change a good thing after 10 years in business? In February last year we conducted .....
Click here to download the Investing in Knowledge Newsletter, click here (137 KBytes pdf file)
Fourth Quarter: December 2004
Click here to download the Investing in Knowledge Newsletter, click here (151 KBytes pdf file)
- Economic Update
Very little can be guaranteed in the financial world ....
- Take care with family trust administration
Family trusts are a great device to aid asset protection and estate planning. However, to be robust and effective....
- Fixed Interest warning
In recent months, the Reserve Bank of New Zealand, Fundsource and the Securities Commission have all issued warnings ....
- Advice pays
How many times over the past 12 months has someone tried ...
- Strokes take toll on baby boomers
The number of New Zealand deaths each day from strokes could more than triple to 60 within 30 years, .... - Questions you have always wanted to know the answers to .....
Why does ....
- Alison Renfrew wins Financial Planner of the Year
Congratulations Alison for being highly recommended as a "Most Inspirational Role Model" in the Her Business of the Year awards which ... - Investment KnowHow and celebration
- In October clients came alone to ....
Click here to download the Investing in Knowledge Newsletter, click here (317 KBytes pdf file)
Third Quarter: September 2004
Click here to download the Investing in Knowledge Newsletter, click here (317 KBytes pdf file)
- An Impassioned Plea!
The world (and its investment markets) is not a perfect place, and investing is not precise science.....
- Time not Timing
Patience is its own reward. But patience also rewards investors. Most of the long term gains on share markets are made ...
- Preoccupied with income?
Currently, many New Zealand investors seem to be preoccupied with deriving income from their portfolios. Academic and economic theory shows ...
- We learn just by living
I would like to submit the following thoughts and observations of things that I have learned ...
- Saving and Investing Tips
Make sure your hard earned dollars go as far as they can. Try the following ....
- We do listen and act!
Back in March we had a special "client focus forum", ....
- Congratulations Alison!
Congratulations Alison for being highly recommended as a "Most Inspirational Role Model" in the Her Business of the Year awards which ....
- Events coming up this Quarter
We have the following events planned for the fourth quarter:
6th October - Information session aimed at business owners.
3rd November - Information session aimed at business owners
13th October - We invite all investors and those who believe there is more to life than saving and investing.
Click here to download the Investing in Knowledge Newsletter, click here (317 KBytes pdf file)
Second Quarter: June 2004
Click here to download the Investing in Knowledge Newsletter, click here (317 KBytes pdf file)
- The Recovery Continues
Recent events indicate that the global recovery is continuing. US growth is looking more sustainable ....
- Unlocking your home equity
For years, many older people have been sitting on an asset they have been not able to use - until now ......
- Chasing the rainbow
We all fantasise about capturing the pot of gold at the end of the rainbow. Its great to dream but .....
- Comprehensive financial planning pay off
Recent research undertaken by The Portfolio Group indicates that many New Zealanders are not fully untilising the .....
- Paying mortgage vs investing
Financial planners are often asked to advise on the advantages of applying surplus cash to reduce a residential mortgage rather than using cash .....
- Family Trust tips for annual gifting
Annual gifting is the process by which your assets are gifted away to your trust. This normally takes the for of ...
- Life Insurance - please consider!
Excellent financial planners do not focus solely on investment products. When we write financial plans .....
- So you think you're going to live forever?
I was feeling quite pleased with myself really, good income stream, no debts and an investment plan that would insure a good income at 65 if I continued to earn and save at my present rate. My recent health check revealed ......
Click here to download the Investing in Knowledge Newsletter, click here (317 KBytes pdf file)
First Quarter: March 2004
Click here to download the Investing in Knowledge Newsletter, click here (200 KBytes pdf file)
- The New Zealand dollar - has it gone crazy?
The continued strength of the New Zealand dollar has provoked considerable media and market interest since the start of the year. The rapidly appreciating dollar is positive news ....
- Historical movements in the NZD/USD Exchange Rate
The strong New Zealand dollar creates a positive environment for international investing ....
- Worrying trends
The Retirement Income Report 2003 published just prior to Christmas contains some worrying trends. Of note home ownership ...
- Contracting with trustees
A recent court case serves as a reminder that the basic rules for contracting with trustees ....
- Understanding the real crisis
Medical insurance is a product that everyone who is young enough and healthy enough to obtain should consider ...
- Managed funds show great recovery
Managed funds demonstrated a strong recovery in 2003. The average balanced fund achieved a positive return of 10.3% ....
- Save on your house insurance
Here are some useful tips for saving on house insurance premiums ....
- Birthday celebration
This is the 10th anniversary of Creating Wealth Ltd ....
- MDRT Meeting in Hong Kong and Investing in Asia
Asian share markets have performed very well over the last 12 months ....
- Company Restructure
In December we re-structured our business ....
Click here to download the Investing in Knowledge Newsletter, click here (200 KBytes pdf file)
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