As with any professional service, the key challenge is finding the right person for the job and a lot of this will come down to knowing the right questions to ask.


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In the investment world, market downturns are as inevitable as paying taxes. In fact, you could think of investing as accepting the short-term ups and downs of the market as the “tax” you pay for potential long-term gains.


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Diversification is a key part of a wise investment strategy to mitigate risk without necessarily sacrificing returns.

You could think of it as a form of insurance—it doesn't prevent market downturns, but it can soften the blow.


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At Collinson Wealth Partners we take a holistic approach to personal finance with emphasis on simplicity, common sense, and a long-term perspective.

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Imagine you have had a cash windfall, won a lump sum of money, received an inheritance or finally have access to your retirement savings.

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How will a longer life span impact your finances?

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2024 Financial Planning: Tips for Setting and Achieving Your Money Goals.

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So, you are holding cash: Is it your emergency fund? Is it your savings? Is it the dry powder in your investment portfolio?

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Recently Central App’s Outlet Podcast interviewed Nathan about gambling, speculating, and investing and how they all influence each other. The interview starts at 23.32.

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Many people use the terms gambling, speculating, and investing interchangeably, but they are not the same.

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Recently Central App’s Outlet Podcast interviewed Nathan on how the talk of recession, inflation could be affecting the way you think about your finances. Nathan offers some practical tips and advice. The interview starts at 4.22.

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Howard Marks is an American investor and writer. He is the co-founder and co-chairman of Oaktree Capital Management.

In his latest memo Howard Marks provides some thoughtful commentary around transformation and change.

Sea Change (www.oaktreecapital.com)

Warren Buffett has said of Howard Marks writing “When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something.”

Regular reviews give us the best chance of a successful investing journey. What should you consider when reviewing your KiwiSaver?

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The financial industry talks a lot about investor risk tolerance, as it should. But investors and their advisers need to have a more comprehensive conversation about risk, because risk tolerance is only one of several elements that make up risk.

We can break down risk into the following facets: risk required, risk perception, risk capacity and risk tolerance.

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Howard Marks is an American investor and writer. He is the co-founder and co-chairman of Oaktree Capital Management.

In his latest memo Howard Marks provides some thoughtful commentary around forecasting and its pitfalls. Please click on the link below to read on

The Illusion of Knowledge (oaktreecapital.com)

Warren Buffett has said of Howard Marks writing “When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something.”

Investors may discover that holding internationally listed infrastructure securities is one strategy to help protect a portfolio against inflation in times of increasing inflation and choppy stock markets.

The team at the Magellan Infrastructure Fund provide their thoughts

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