There’s no denying that 2020 has been an interesting year. The challenges that were thrown our way whether as individuals, as companies and as countries have been immense. Concerns about retirement plans have been uppermost in some clients’ minds and it’s been a privilege to help reassure and guide clients into calmer waters.
In this issue of Money Matters, we chat to Ian Wallace, life insurance pioneer and industry expert, who has some sound advice on what to do with your insurance during a pandemic. We also look at why investors shouldn’t panic when the market downturn is dramatic and why talking to your Britannia scheme adviser before doing anything is so important.
Keeping up to date with market developments is important in maintaining long-term perspective over your investments, so we have the latest market update and news on how Covid-19 and the elections, in both New Zealand and the USA, could play a role in the future of investments.
Current global circumstances will change, and we will eventually get back to some kind of “normal”. Thinking about your retirement is part of that. On that note - where does your retirement plan stand at the moment? Get in touch today to discuss any aspect of your retirement plan. I’m here to help and I’ve got the expertise to help you create a retirement plan that suits your individual circumstances.