Monthly Archives: March 2023

Getting to space for a fraction of the cost…but there’s a catch.

By |2023-03-27T07:39:59+00:00March 27th, 2023|Investing, Kids, News, Tomorrow's U|

At intersection of investing, innovation, and everyday life, you occasionally can observe the full life cycle of wealth, almost within a generation. In this episode of the Everyday Investor, Carley Ellis, and Stu Potter talk about how an idea birthed after beers, hanging out with friends at the beach, led to a business that quite

Passive Investing with Tim Edwards.

By |2023-03-26T08:30:26+00:00March 26th, 2023|Investing, Kiwisaver, Market Place Review, Myths busted!, Retirement, Tomorrow's U|

The world of investing offers various styles and strategies to accommodate each investor's preferences, risk tolerance, and financial goals. Today, we'll dive into the fascinating realm of passive investing and contrast it with its more active counterpart. I've explored both passive and active investing strategies within my portfolio, and I encourage you to take a

Don’t Fear the Bank Run!

By |2023-03-13T09:13:57+00:00March 13th, 2023|Finance, Interest Rates, Investing, Tomorrow's U|

It's odd that when it comes to our riches, we run the globe through faith in man-made shell games. Silvergate Bank, a crypto-focused bank with over $6 billion in deposits went bankrupt last week, and thanks to the speed at which news like this travels, it was just another Netflix series to binge on, covering

Retirement to Re-Wirement [in 3 Chords]

By |2023-03-12T08:59:03+00:00March 12th, 2023|Investing, Myths busted!, Retirement, Tomorrow's U|

Pete retired at the age of 50. Since then (and arguably before it too), he and his wife Billie have been living an amazing adventure. For Pete, retirement isn't just about having a healthy balance sheet, but about living a life that is jam-packed full of everything you want, and nothing you don't. Pete and

We Sold Our Home!

By |2023-03-07T06:07:02+00:00March 7th, 2023|Interest Rates, Kids, Mortgages, Tomorrow's U|

By Carley Ellis Fiona Apple once said, “Home is where my habits have a habitat”.  But what happens when the home you purchased as a minimalist couple, now houses two adults, two rambunctious boys, and a large dog of questionable intelligence? My husband and I started feeling the walls literally closing in when our second

Announcing New Wealth Foundations

By |2023-05-18T09:22:34+00:00March 5th, 2023|Interest Rates, Investing, Investment Property, Kiwisaver, Myths busted!, Retirement, Tomorrow's U|

Secure Your Family's Future: Start Building Your Wealth Nest Today! In an uncertain world, where rising costs and falling asset values abound, wealth generation rooted in strong personal finance is the best stance to take. Why just cope when you can thrive? We’re here to tell you about a life-changing strategy to protect your family's

What’s a mortgage ‘offset’?

By |2023-03-02T21:17:14+00:00March 2nd, 2023|Finance, Interest Rates, Kids, Mortgages|

Mortgage offset facilities, for those who are unfamiliar with the idea, are a feature of some homeloans that allow borrowers to utilise their savings to lower the amount of interest they pay on their loan. In essence, the borrower's savings are "offset" against the outstanding balance of their homeloan, lowering the amount of interest they

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