Wealth Management
KiwiSaver
Executive Advisory Service
Charitable Trusts
The Plan B story
Guiding Principles
Plan B People
Fiduciary Standards
Professional Licences & Memberships
PFS Affinity Partners
Media Releases & News
Insight
Useful Links
Videos
Annual Reports
Media Centre
Insight
Media Releases & News
Insight
Useful Links
Videos
Annual Reports
Want to secure your financial future with a better plan? Contact Plan B today!
Previous
1
2
Next
Page 1 of 2
September 2011
6 strategies to protect your core wealth in times of turmoil
May 2011
A widely diversified share portfolio is a safe haven in inflationary times.
March 2011
Never a better time to build your share portfolio
January 2011
Is your financial future worth as much attention as a trip to Europe?
With the Kiwi dollar stronger than it has been for quite some years, the subject of overseas travel has seldom been more popular than it is right now. Not so long ago, one of our consultants was at a barbecue where several high-flying, thirty-something couples were discussing holidays abroad…
November 2010
Don't count on the Government for a comfortable retirement
he world’s first state pension system was introduced by German Chancellor, Otto von Bismarck. Back in 1880s Germany, you were entitled to a state pension once you turned 70 – such an advanced age, in that era, that you were expected to live only a few years collecting it. Fast forward to the world today …
August 2010
Who is protecting your investment?
A recent Reader’s Digest survey rated financial advisers among the least trustworthy of professions. With 48 finance and investment companies having gone out of business in the past three years, and thousands of New Zealanders losing millions of dollars worth of investments, it would have been very surprising had the survey results been any different.
May 2010
Don't get caught up in the noise of the market
April 2010
It's time financial advisers took the 'Healthy heart' test
January 2010
The 'three basket' approach to wealth management
November 2009
The rewards of staying in the right seats
September 2009
Risks, rewards and sound financial strategy
July 2009
We own commerce
May 2009
The recipe for recovery: Diversify
March 2009
Time to tune up the crystal ball
January 2009
The big one hit!
Previous
1
2
Next
Page 1 of 2