David Rendell Trustees Executors

David Rendell Trustees Executors

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Certified Financial Planner (CFP)- Authorised Financial Adviser (AFA). 20 years + experience both in NZ & UK.

Specialising in retirement planning, investment advice, income geneneration & KiwiSaver advice

Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging 31/08/2020

I have been asked many times....Should I invest the lump sum in one go or should I invest the lump sum over a few months??? Invest in one go....heres why 😎

Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging For investors aiming to generate long-term wealth, what’s the best way to get capital into stocks? Here’s what both theory and data suggest.

11/08/2020
10/06/2020

KiwiSaver Change

Hi all

We are making a change to our recommended KiwiSaver.
Please contact me [email protected] to discuss if changing your KiwiSaver is right for you.

How Much of the Bear Market Losses Have Been Recovered? - A Wealth of Common Sense 09/06/2020

Blink & U missed it...................Not only was the market downturn in March noticeable for its speed, so has the recovery been from the lows. By early June, many markets were up significantly from mid-March—in the case of Australia and NZ by almost 30%.

How Much of the Bear Market Losses Have Been Recovered? - A Wealth of Common Sense The stock market recovery has erased most of the losses from the Corona bear market.

How Much Income Do You Need in Retirement? 25/05/2020

How Much Income Do You Need in Retirement? How much retirement income is enough? In this client-ready video, Marlena Lee, PhD, explains that the answer should be customized for each individual, based on their lifestyle and their income prior to retirement.

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Location

Telephone

Address


Trustees Executors, Level 7, 51 Shortland Sterrt
Auckland
1140

Opening Hours

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