Insights
Stay in the loop
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...
Continue reading
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...
Continue reading
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...
Continue reading
Aug 05
Winter Update - for the April to June 2019 quarter.
Our latest three monthly update....
Continue reading
Jul 03
How to try to beat the market in an "Evidenced Based" way.
There are two main ways that investors can make their money grow. Either they can buy a small part of companies by investing in shares, or they can lend companies or governments money by investing in ...
Continue reading
Free consultation