Featured Articles
Your Guide To KiwiSaver
Today, it’s common for clients to have $50,000–$200,000 invested in KiwiSaver by mid‑career, and significantly more as they approach retirement. At these levels, the way you manage your KiwiSaver can have a meaningful impact on your long‑term wealth, your retirement lifestyle, and your overall financial plan.
Your Guide To Retirement Planning
Retirement planning is not simply about stopping work. It is about having the confidence that your financial affairs are well managed so you can focus on the things that matter most to you.
Bonds, and their role in a diversified portfolio
In this presentation Kevin O’Donnell talks to Dave McLeish from Wedge Money about the defensive side of a porfolio. What is a bond, how a bond works and the importance of it within your portfolio..
Cutting through the noise with Investment Fundamentals
Markets move in cycles, and short-term fluctuations are expected, even in strong long term growth environments. Watch the insightful 20‑minute conversation between Tōtara Wealth's Kevin O’Donnell and Carolyn Holmes Hannaford from Dimensional Fund Advisors for a clear, steady perspective on navigating market volatility by sticking to time‑tested investment fundamentals.
Watch the video here.