Is giving part of your wealth creation strategy? If not, why not? Money gurus Tony Robbins and Robert Kiyosaki are amongst those who advocate giving regularly as part of a holistic financial plan to grow your wealth. On Robbin's Foundation website, visitors are greeted with the headline; "The Secret to Living is Giving'' with a…

Mindfulness is getting a lot of airtime from many high-flyers, including Bridgewater's uber-successful (and wealthy) hedge fund magnate Ray Dalio, a daily meditator. Courses and certifications are even taught at the hallowed halls of Oxford University. While trending for years, mindfulness is rooted in ancient philosophy and practices that used to be the exclusive domain of monks…

A few weeks ago, I made a cardinal personal finance sin. I purchased a puppy. Getting a pet is a financial liability. Most veteran pet owners know that. First time pet owners, go into it blind, captured by those puppy dog eyes and fluffy stuff. The rules of common sense don't apply when you get a pet.…

Every few months, the folks over at Morningstar, who eat, breathe and live investment stuff, put together a report on KiwiSaver. The newest one just came out for the period ending June 30, 2023.  Now, not everyone's heard of Morningstar outside of the finance world, but if you're curious about how different funds and their managers are…

The following Q&A with myself (on behalf of Simplicity KiwiSaver) and Women's Weekly NZ is reprinted below with permission.  In New Zealand, are there still inequities for women in the workforce?  Women still have a way to go to reach equity here and elsewhere in the world. Only last month, female CEOs finally outnumbered CEOs…

Comparisons between New Zealand and Australia usually don't end well. It's the same with those involving the United States and Canada. Feelings get hurt. Conversation descends quickly. Here's hoping the end justify the means; in this case super comparisons with our Antipodean neighbour sparks positive change. I was originally going to write about the growing drift between…

I was asked recently how I defined success? It was harder to answer than I expected because my definition of success seems to change with every milestone I achieve. I don't think I'm unique in this regard. Life is dynamic and we move through ages and stages over a lifetime. Our perception, expectations and definitions of success inevitably evolve I…

This week on SmartMoney with NewstalkZB host Tim Beveridge, we talked about borrowing money to invest and whether it is a bad idea.  Intuitively you'll know the answer I imagine. The topic followed hot on the heals of Auckland City Council's highly contested decision to sell some of its shares in Auckland Airport to avoid passing on hair…