Active Management vs Passive Management
At Bay Financial Partrners we are not fans of passive management of investment funds. A case can be made for using
...Increase your wealth by putting your money to work for you in an investment.
An article on many of the challenges facing investors in todays global economy
Here's some rather ominous thoughts to consider
ANZ Investments OneAnswer
Banking and Phishing Scams
Beware of Requests for Personal Information
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Buy Hold Sell - Livewire Markets Videos
Stocks in the ASX100 are well covered by analysts, and pricing inefficiencies are far harder to come by as a
...Castle Point Funds
"You cannot beat the market if you think like the market." Castle Point portfolios are highly differentiated from
...Castle Point Funds Management
Castle Point Funds Overview
Castle Point Funds Management Limited was acquired by Perpetual
...Documentation Required On Death
Documentation Required On Death Checklist
The documents required in the event of an investor’s death are
...Evaluate Investments with Sharesight Share Checker
If you’re evaluating buying opportunities for your next trade and would like to research a stock’s past
...Finances For My Daughter
Bob Veres is an American writer specialising in the financial planning industry. Most of his writing has been
...FMA List of Scams
FMA online resources for investors
Good Returns Videos
Good Returns was established in 1997
...GoodReturns.co.nz
Good Returns was established in 1997 and was one of the first successful online publishers in New
...History Shows that Investment Markets Rise Over Time
The chart below prepared by ANZ Investments shows that money invested in the various investment markets rises in
...How to Spot and Avoid Investment Scams in New Zealand
MoneyHub have released an excellent video on Investment Scams.
There are a number of good tips in there.
...Investing - from Sorted.co.nz
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Investing: A how to guide
Patrick Poke from Live Wire Markets provides a series of podcasts on how to invest for those just starting
...Investment Providers We Use
We use many Investment Providers
We don't believe that there is any investment product provider that
...Investment Wrap Accounts - OneAnswer
With Bay Financial Partners you can access OneAnswer one of the major wrap platforms available in New
...Little Book of Scams - from Sorted.co.nz
Livewire Markets Videos
Founded in 2013, Livewire is Australia’s fastest-growing investment website. It showcases ideas, analysis and
...MoneyHub's Money in a Nutshell
Money in a Nutshell - Everything Teenagers Need to
Morningstar KiwiSaver Reports
Morningstar are an International investment research and data analysis company servicing the New Zealand market
...Morningstar Quarterly KiwiSaver Survey
Morningstar are a highly regarded international investment research business.
Each calendar
...Nikko Asset Management
Periodic Table of Asset Classes
Below is an attempt to classify types of investments by risk and liquidity. Not sure that is really very useful but
...Schedule of Fees and Charges - How Much Does it Cost?
Whenever we quote a fee we will do so including New Zealand goods and services tax (GST) where applicable, unless
...The Value of an Adviser
Russel Investments analyses the value you can get from a financial adviser.
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...US Debt Ceiling 2023
Below is an article on the US debt ceiling prepared by ANZ Investments – what’s going on, and potential scenarios.
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