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Nov 25
Why we allocate investments to Dimensional Funds
Occasionally Optima Wealth is asked why we allocate a high proportion of funds to the range of funds supplied by Dimensional Fund Advisers (Dimensional or DFA). Optima Wealth and our research partner ...
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Nov 07
October update 2019
October market update - A reminder on why independent advice is better - Why we use "Dimensional FA" as a fund manager...
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Nov 07
Spring update and Economic Commentary 2019
I am pleased to enclose our Spring Update, which contains two main articles. In the investment market review I summarise some of the key talking points in global markets over the last three months. In...
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Sep 19
How to protect yourself from rogues/fraud
You may have read the recent news of Barry Kloogh, a Dunedin based financial adviser that the SFO are investigating him and his operation. The initial signs are not looking promising for the investors...
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Aug 05
The value of independent advice
At Optima Wealth, we believe advice starts with you. By understanding where you stand, what you want to achieve and what your intentions, values and objectives are, we're able to build a foundation f...
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