personal

  1. 9 December 2024

    I’m baaaaaaaaaaack!

    I'm returning to this blog after some time away, dropping the "NZ" and just calling it Wealth & Risk. I've imported articles from my side blog and plan to get back into publishing on Fridays at 8am —…

  2. 7 July 2023

    Quick questions (and fast answers)

    Sometimes, I ask people questions and don't want comprehensive, well-considered answers. Just a quick "don't know" or a short, specific gut response — not a lengthy, well-considered reply. If I've sen…

  3. 16 September 2022

    How I money (2022)

    A follow-up to my 2019 “How I money”, showing how my wife and I actually structure our savings, investments, insurance, and spending three years on. Don’t treat this as a guide — it’s illustrative onl…

  4. 16 August 2019

    Investing is personal

    How would you invest if you were 60 with $5 million and spent $100,000 a year? Some of my clients in this position sit heavily in defensive assets. Others sit 80-90% in growth assets. Both are right —…

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