What would you do if you were heading towards a million dollars or a substantial sum of money? While it's important to enjoy the fruits of our labour and splurge some money on our wishlist items, it is also wise to make some sound investments.
Here's Bruce discussing what to do if $1M comes your way.
Click to read his article "If $1M Fell Into My Lap…"
The Adviser talk is also available on Spotify and Apple Podcast.
- Bruce Jenks (AIF, J.P.) is a Financial Adviser at Stewart Group and the Director of Stewart Group Trustee Companies, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions.
- The information provided, or any opinions expressed in this article, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz
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