Join us for an insightful conversation with Marc Proctor, CA & Financial Advisor at Blissett Wealth, as he sheds light on navigating market uncertainties, managing your KiwiSaver effectively, and achieving financial peace of mind.
Key Takeaways:
Market's Impact on KiwiSaver: Learn how recent market gyrations affect your retirement nest egg and what adjustments you might need to make.
CA + Financial Advisor = Unique Perspective: Gain insights into Marc's dual expertise and how it shapes his approach to financial planning and risk mitigation.
Building Trusting Relationships: Discover Marc's philosophy on client communication and collaboration for sound investment decisions.
Beyond the Headlines: Go beyond the noise and sensationalized financial news to delve into practical planning strategies.
Taming Market Volatility: Explore actionable tactics to navigate market ups and downs while safeguarding your investments and achieving your financial goals.
Present vs. Future Balance: Find the sweet spot between enjoying today and making smart choices for a secure and fulfilling retirement.
Bonus Content:
Website: Dive deeper into Blissett Wealth's services and philosophy: https://blissettwealth.co.nz/
Resources: Download helpful guides and tools related to KiwiSaver, investing, and retirement planning.
Connect with Marc: Reach out via Blissett Wealth's website or social media for a personalized consultation.
00:00 Introduction
00:00 Understanding Market Turbulence and KiwiSaver
00:23 The Dual Role of a Chartered Accountant and Financial Advisor
01:37 Challenges in Charging for Financial Advice
03:30 The Impact of Compliance Changes on Financial Advice
04:47 The Future of Financial Advice and KiwiSaver
07:25 The Importance of Financial Education and Advice
07:37 Understanding the Impact of Market Fluctuations on Investments
15:41 The Challenges of the Current Economic Climate
15:49 The Impact of Rising Mortgage Rates
20:39 The Role of Property in Investment Portfolios
24:12 Lessons Learned from Providing Financial Advice
25:41 The Importance of Planning for the Future
25:58 The Value of Advice and Making Right Decisions
26:34 Living in the Present and Dealing with Life Changes
27:49 The Importance of Enjoying Life and Pursuing Dreams
28:11 The Unpredictability of Life and the Need to Act Now
29:51 The Role of an Advisor and the Importance of Client's Interest
30:36 Helping Clients Discover Their Goals
31:08 The Influence of Parents and Early Life Experiences
34:05 The Impact of Teachers and Mentors
37:57 The Role of a Spouse in Personal and Professional Life
41:47 The Journey of Leadership and Team Management
44:03 Financial Advice and Retirement Planning
47:20 The Future of Retirement in New Zealand
49:18 Concluding Thoughts
