July Newsletter
Wednesday, July 17, 2024
Ready to start your financial planning journey? Learn the essential steps to create an effective financial plan with clear goals, budgeting, investments, and professional advice from Hallam Jones.
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What Is Asset Finance and Can It Help You and Your Business?
Tuesday, July 16, 2024
Explore our asset finance services to help you secure the funding needed for equipment, vehicles, or other business assets. Learn how asset finance can benefit your business or personal needs.
Changes to Trust Tax Rate
Monday, June 17, 2024
Stay informed about recent changes to the trust tax rate and how it may impact your financial planning. Learn more about how to adapt your strategy for the new tax laws.
Saving for Their Education
Friday, May 3, 2024
Start planning for your children's future today. Learn smart strategies to save for education and ensure your kids have the financial support they need for school or university.
Start Retirement Planning Now!
Monday, March 11, 2024
Don’t wait! Start planning for your retirement today. Learn how to secure your future with smart retirement strategies from Hallam Jones. Begin your journey towards financial peace of mind now.
The Guide to Investment Tax
Monday, February 19, 2024
Understand the ins and outs of investment tax with our comprehensive guide. Learn how taxes impact your investment returns and how Hallam Jones can help you optimise your investment strategy.
The Do’s and Don’ts of Investing in a Down Market
Tuesday, November 21, 2023
Facing a down market? Learn strategies from Hallam Jones to navigate market downturns, protect your investments, and make informed decisions to safeguard your financial future.
Succession Planning
Friday, September 29, 2023
Plan for the future with effective succession planning. Ensure your business or personal wealth is managed and transferred smoothly with the expert advice from Hallam Jones.
What are PIES?
Friday, August 25, 2023
Discover what PIES (Portfolio Investment Entities) are and how they work. Learn about the benefits and tax advantages of PIES for New Zealand investors and how they can help you grow your wealth.
Latest Financial News
Tuesday, July 25, 2023
Get the latest financial news and insights from Hallam Jones. Stay informed on market trends, investment strategies, and financial planning tips to make smart decisions.
Shares vs Managed Funds
Thursday, March 2, 2023
Explore the key differences between shares and managed funds. Discover which investment option is best suited to your financial goals and risk tolerance with expert advice from Hallam Jones.
The Advantages of Managed Funds
Thursday, January 19, 2023
Discover the benefits of managed funds, including professional management, diversification, and potential for long-term growth. Learn how managed funds can help you reach your financial goals.
What Is Estate Planning?
Wednesday, November 16, 2022
Understand the importance of estate planning and how it helps you manage your assets and ensure your wishes are carried out after your death. Get expert advice from Hallam Jones.
What Is Ethical Investing?
Wednesday, October 12, 2022
Learn about ethical investing and how it aligns your investments with your values. Explore the principles of sustainable and socially responsible investing with Hallam Jones.
Financial Planning Help Is Here
Monday, September 12, 2022
Get expert financial planning help today with Hallam Jones. Whether you're preparing for retirement, managing investments, or planning your future, we’ve got you covered.
What’s Happening With My KiwiSaver?
Thursday, August 4, 2022
Unsure about your KiwiSaver account? Learn how to manage your contributions, review your fund options, and maximise your savings with expert advice from Hallam Jones.
Inflation Rates 101
Monday, July 4, 2022
Understand the basics of inflation rates, how they impact your savings, and what you can do to protect your financial future with insights from Hallam Jones.
How Much Should My Voluntary KiwiSaver Contributions Be?
Tuesday, May 10, 2022
Unsure how much to contribute to your KiwiSaver voluntarily? Learn how to maximise your savings and reach your retirement goals with expert advice from Hallam Jones.
Planning For Your Retirement?
Wednesday, April 20, 2022
Secure your future with expert retirement planning advice. Learn how to build a solid financial foundation for a comfortable retirement with Hallam Jones.
What Makes a Good Financial Advisor?
Tuesday, March 29, 2022
Discover the key qualities of a great financial advisor. Learn what to look for to ensure expert guidance and secure your financial future with Hallam Jones.
