WISEplanning

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WISEplanning It's your LIFE. DESIGN it, FUND it, LIVE it, LOVE it...
We all want to be able to afford the things Do you work for money, or does money work for you? To busy?

Anything below sound familiar ..... ? Not enough money? You and your partner not on the same page? Don’t know who to trust? Don’t know what to do? Don’t know where to start? Want the answer to those questions? visit www.wiseplanning.co.nz or call 0800 11 90 80

Contact us for a free copy of our disclosure document by emailing [email protected] or call 0800 11 90 80

📊 Our Market and Economic Update for October is out and it covers:- The US Federal Reserve raised interest rates for the...
28/10/2026

📊 Our Market and Economic Update for October is out and it covers:

- The US Federal Reserve raised interest rates for the first time since 2023, and global bond yields moved higher
- Brent crude rose more than 10% in September and moved above US$100 per barrel, making energy an inflation problem again
- AI remained the major support for US shares, but market concentration increased
- The US economy remained resilient, but September employment growth slowed sharply

Read it here: https://bit.ly/4zaQLBk

When money gets tight, long-term plans can quickly take a back seat 💰New Zealand's latest KiwiSaver figures show financi...
22/10/2026

When money gets tight, long-term plans can quickly take a back seat 💰

New Zealand's latest KiwiSaver figures show financial hardship withdrawals overtaking first-home withdrawals in September. It's a reminder that financial security isn't just about what you're saving for retirement. It's also about having enough flexibility to manage life's unexpected challenges along the way.

A well-rounded financial plan considers both: the life you're building for tomorrow and the realities you face today 📊

Read more here: https://bit.ly/4ywgrHL

Our Investment Perspective for October is out 📊 It covers:- AI can produce substantial business growth while its financi...
14/10/2026

Our Investment Perspective for October is out 📊 It covers:

- AI can produce substantial business growth while its financing creates substantial risk, and both can be true at the same time
- FactSet forecasts S&P 500 third-quarter earnings growth of 29.5% and revenue growth of 12.3%, year on year
- AI infrastructure borrowing has surged, and reported debt does not show every future commitment
- The deciding issue is the return earned on the money invested in AI, measured over time

Read it here: https://bit.ly/4yMwGRZ

An unexpected $500 expense shouldn't throw your whole financial world off balance. But for many Kiwis, that's the realit...
11/10/2026

An unexpected $500 expense shouldn't throw your whole financial world off balance. But for many Kiwis, that's the reality 💸 Having a financial buffer isn't just about saving money. It's about giving yourself room to breathe when life doesn't go to plan.

Good financial planning looks beyond building wealth. It also means making sure you're prepared for the things you can't predict. https://bit.ly/4zkxkps

'Paycheque to paycheque' - A quarter of New Zealanders can't cover a $500 shock, Kiwibank savings survey suggests

Financial independence can look like this: moving through life with more freedom, more choices, and less financial press...
30/09/2026

Financial independence can look like this: moving through life with more freedom, more choices, and less financial pressure holding you back 🚶‍♀️

It’s not about stopping work or having a certain number in the bank. It’s about having your finances structured well enough that they support the life you actually want to live.

That’s what financial independence is really about.

💻 www.wiseplanning.co.nz
☎️ 0800 11 90 80
📧 [email protected]

Can jobseekers see a glimmer of hope as our economy recovers? https://bit.ly/4xEnCgi
22/09/2026

Can jobseekers see a glimmer of hope as our economy recovers? https://bit.ly/4xEnCgi

Positive story of coastal shipping service which hired 77 Kiwis for runs connecting NZ's smaller ports with big ports. Garth Bray 2degrees Business wrap. Video /Herald NOW Business

📊 Our Market and Economic Update for September is out and it covers:- Global bond yields moved higher- Corporate earning...
17/09/2026

📊 Our Market and Economic Update for September is out and it covers:

- Global bond yields moved higher
- Corporate earnings remained strong
- Inflation and interest-rate expectations returned to centre stage
- Geopolitical and energy-market risks also increased

Read it here: https://bit.ly/4hgi4m9

Our Investment Perspective for September is out 📊 It covers:- Most investors want higher returns and more reliable retur...
10/09/2026

Our Investment Perspective for September is out 📊 It covers:

- Most investors want higher returns and more reliable returns, and chasing rising trading prices in a boom can damage both
- Bigger is better for return on equity, free cash flow and revenue growth
- Smaller is better for the debt servicing ratio, the dividend pay-out ratio and maintenance capital expenditure
- More of what strengthens a business and less of what increases risk, applied consistently

Read: https://bit.ly/4ienb8C

$260 million withdrawn from KiwiSaver in a single month 💰With early withdrawals being driven largely by first-home purch...
02/09/2026

$260 million withdrawn from KiwiSaver in a single month 💰

With early withdrawals being driven largely by first-home purchases and financial hardship, the latest figures are a reminder that financial planning has to account for both the future and the realities of life today.

Building financial independence means creating resilience, flexibility and options — so when life changes, your finances are better positioned to change with it. https://bit.ly/4cFuFht

Early KiwiSaver withdrawals for July saw savers taking out $260.1 million, with the bulk of that money going towards first home purchases

From the big picture to the finer details, your finances work best when everything works together 📊At WISE Planning, we ...
27/08/2026

From the big picture to the finer details, your finances work best when everything works together 📊

At WISE Planning, we bring financial planning, investments, insurance, property, cashflow, business strategy and mindset alignment under one roof — helping you make smarter decisions today while keeping the life you actually want firmly in sight.

Because the plan should fit your life, not the other way around ✨

💻 www.wiseplanning.co.nz
☎️ 0800 11 90 80
📧 [email protected]

Address

Anthony Harper Tower, Level 6, 62 Worcester Boulevard
Christchurch
8053

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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