Catherine Emerson and Donna Robinson help me in this week’s episode to unpack all that is love and money

Love and Money – at least one of these two things elude at some stage. Before you invest, you’d do well to get the basic money management stuff sorted out.If there is a significant other, make sure you’re working together if you can before you make any serious money moves.

Our first guest is Donna Robinson, who works with the team at Sorted. Next up, I have Catherine Emerson, former financial adviser, who works with Kernel Wealth.

Today, the goal is to discuss some of the reason’s why there can be conflict in a relationship with respect to money, and most importantly, how we can turn a weakness into a strength when financial consensus can be achieved at home.

 

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The NZ Everyday Investor would also like to acknowledge the support of kōura.

Most people fixate on just fees or historical returns when trying to choose a KiwiSaver fund. But professionals know there’s the third, arguably more essential  component to consider – asset allocation. kōura’s digital advice tools will build you a KiwiSaver portfolio that has the perfect asset allocation just for you.  Of course you could also just choose your own KiwiSaver portfolio with them too.  Give them a try and see what your ideal KiwiSaver asset allocation looks like for you.

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Please ensure that you act independently from any of the content provided in these episodes – it should not be considered personalised financial advice for you. This means, you should either do your own research taking on board a broad range of opinions, or ideally, consult and engage a financial adviser to provide guidance around your specific goals and objectives.

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