WISEplanning

10/06/2026

Our Investment Perspective for June is out. 📊 It covers:

- Berkshire’s 18-month flatline reflects market saturation and size constraints, not failure, US$400bn in cash signals value investors know overpriced markets when they see them.
- The market’s infatuation with AI stocks (30–50x earnings) echoes the 1997–2000 tech bubble; profitable fundamentals don’t prevent momentum crashes.
- When the cycle turns, portfolios built on earnings will survive; those swimming naked won’t.

Read it here: https://bit.ly/49Q918D

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04/06/2026

As promised, the Finance Minister delivered a bread-and-butter Budget 2026, with few big surprises and no sign of a lolly scramble.

But there's a health spend-up, a new highway, a levy on banks, cuts to government departments and hope of a surplus on the horizon. Here's what you need to know about this year's Budget: https://bit.ly/4vsZLQf

There's a health spend-up, a new highway, cuts to government departments and a surplus on the horizon - here's what you need to know about this year's Budget.

27/05/2026

Freedom looks different for everyone 👒🌊
For some, it’s more time. For others, it’s less stress, more choices, or finally feeling in control of where life is heading. The financial side matters — but what it gives you matters even more.

💻 www.wiseplanning.co.nz
☎️ 0800 11 90 80
📧 [email protected]

20/05/2026

As the Iranian war moves into its 12th week, the oil price and the financial markets are telling us that the US Government is no closer to reaching a solution, conclusion or end point. https://bit.ly/42FzKRm

Roger J Kerr is watching global financial markets starting to capitulate as they see rising downsides from Trump's policies & actions. Locally he thinks the negative views of our economy are overblown

13/05/2026

📊 Our Market and Economic Update for May is out and it covers:

- War and oil price spikes are driving current market declines
- Oil prices have surged over 50% in a month
- Markets are forward-looking and already pricing in future risks

Read it here: https://bit.ly/4udRe3l

06/05/2026

The fuel crisis has brought with it a spike to many household expenses and one economist says we could be headed into "choppy waters". https://bit.ly/4tWd6jJ

Economist Cameron Bagrie told Checkpoint it's reasonable to think there is at least six months of bumpiness awaiting New Zealand.

29/04/2026

Our Investment Perspective for April is out. 📊 It covers:

- Inflation is re-emerging as a key concern
- Interest rates and bond yields are rising again
- Recession risks are starting to appear globally

Read it here: https://bit.ly/42wq0snhttps://bit.ly/42wq0sn

22/04/2026

📊 Our Market and Economic Update for April covers:

- War and oil price spikes are driving current market declines
- Oil prices have surged over 50% in a month
- Markets are forward-looking and already pricing in future risks

Read it here: https://bit.ly/4s7AcSL

15/04/2026

The future doesn’t show up overnight — it builds, quietly, in the decisions you make now.
The right structure, the right strategy, and a clear direction… and suddenly things start to feel a lot more certain.

That’s how you go from hoping it works out to knowing it will. 🔄

💻 www.wiseplanning.co.nz
☎️ 0800 11 90 80
📧 [email protected]

05/04/2026

Happy Easter 🐣🍫
A good moment to slow down, enjoy the people around you, and take a breather before everything picks up again. Hope it’s a relaxed one.