KiwiSaver Exposed By Financial Adviser Marc Proctor

NZ Business Owners

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