Goodlife Financial Advice

02/06/2026

What’s going to happen to mobile phone networks once Starlink offers global cellphone communications services? It won’t matter where you are on the planet, you’ll be able to make a call via the internet/satellites….

I’d be very worried if I were a cellphone network provider….

I guess I’d also be worried if I were a bank, taxi driver, software firm, etc… AI is coming to eat your lunch….

Invest accordingly….

Get in touch 0508 GOODLIFE - [email protected] - www.GoodlifeAdvice.co.nz

02/06/2026

Most KiwiSaver providers and their standard funds (conservative, balanced, growth, etc.) have little to no direct exposure to commodities (such as copper, gold, oil, agricultural products, or broad commodity futures/indexes) in their portfolios. So - most won’t benefit from the massive uplift coming to copper….. perhaps time for some KiwiSaver advice?

Copper isn’t simply heading higher — the fundamentals point to a potential doubling (or greater) in price over the medium term as the market finally confronts the full scale of the looming supply crunch. This is the real-world physical bottleneck at the heart of the AI, electrification, and onshoring supercycle.

Why the bullish case is so strong:

Demand is exploding from every direction at once.
Multiple multi-trillion-dollar investment waves are now competing for the same limited pool of copper:

• Aerospace: Over $1 trillion in combined Boeing and Airbus order backlogs stretching more than a decade.
• Electricity grid upgrades (transmission & distribution): More than $1 trillion planned in the U.S. alone over the next 10+ years.
• Power generation: Another $1 trillion+ in new capacity.
• Data centers and semiconductors: Global semiconductor capital expenditure and hyperscaler spending exceeding $1 trillion.
• Defense: U.S. military spending projected to rise from 3.3% to 5% of GDP by 2030.
On the supply side, the constraints are severe and structural.
• Developing a major new copper mine typically takes 7–12 years from permitting through to first production.
• Virtually no significant new world-class mines are scheduled to come online globally before 2030.
• Average ore grades have already declined by around 40% since 1991, meaning miners must process far more rock and consume far more energy to produce each pound of copper.
• Meeting future demand will require global copper production to roughly double.
• Achieving that would mean the industry needs to bring online the equivalent of about five new world-class mines every year for the next 20 years — or roughly 100 new mines by 2045.

The pipeline is dangerously thin. Despite years of underinvestment by the mining sector, even today’s elevated copper prices (around $6.50/lb in early June 2026) have failed to trigger new large-scale projects at anywhere near the pace required.

Time for a KiwiSaver review? Get in touch 0508 GOODLIFE - [email protected] - www.GoodlifeAdvice.co.nz

01/06/2026

Why people are moving to Christchurch in their droves and why house prices there will keep going up.

Get in touch 0508 GOODLIFE - [email protected] - www.GoodlifeAdvice.co.nz

01/06/2026

SpaceX holds roughly 18,712 BTC, currently valued at around USD$1.4–1.45 billion.

When added to Tesla’s Bitcoin reserves, a potential Tesla-SpaceX merger would create a combined treasury of about 30,221 BTC — enough to rank as the world’s fifth-largest corporate Bitcoin holder.

Without much fanfare, Elon Musk has quietly built one of the biggest corporate Bitcoin positions through his companies.

30/05/2026

Any Bitcoiner will tell you “it’s a hell of journey” - Fortune favours the brave as they say…

25/05/2026

Is your KiwiSaver provider brave enough to ‘enjoy bitcoin’ in their portfolios? Most aren’t….

Get in touch 0508 GOODLIFE - [email protected] - www.GoodlifeAdvice.co.nz

25/05/2026

Do you think the new Fed Chair is loading up to cut rates? His language seems to suggest so. Market liquidity incoming?:

“What we call AI in a couple of years will just be called business. And the AI’s gonna make almost everything cost less, and the US can be a big winner. And it’s a hugely exciting moment.If I were to step back for a minute — if I was president, what would you be worried about? Is a central bank that doesn’t see any of that. A central bank that’s stuck with models from 1978, governance from a prior period, and doesn’t recognize we could be at the front end of a productivity boom.And if I were the president, I’d be worried that they might not see it. And then I think economic growth is somehow going to be inflationary.We are probably in the early innings of a structural decline in prices. Can see it on the front lines of real business.If you look over the period next year or two, it’s a pretty special moment.” Kevin Warsh

22/05/2026

Breaking: Kevin Warsh sworn in as new Federal Reserve Chairman. What will he do with interest rates?

Former Wall Street banker takes over amid growing concern over cost of living and disapproval of Trump’s agenda

22/05/2026

You would be amazed how many people I meet in their 50s who are having to financially support their elderly retired parents - and are seeking retirement planning advice so that they don’t end up like their folks.

90%-95% of kiwis retire dead or dead broke.

This is an absolutely terrible statistic and speaks so loudly to the lack of financial education here in NZ. Parents should be in a position to not only fund their own retirement but to leave a legacy. And we’re not just talking about money here. This also includes financial literacy, estate structures, a network of advisers (financial, accounting, legal, insurances, etc) etc etc.

Financially literate parents = Financial literate kids.

It’s simple: No matter who you are or how old you are - Get financial advice for your long term future. And it helps if your adviser is walking the walk and talking the talk too…..

Get in touch 0508 GOODLIFE - [email protected] - www.GoodlifeAdvice.co.nz

15/05/2026

= Happy Christchurch property investors!

Once in a Lifetime is shaping up to be a big night! Tens of thousands of people, huge production, incredible local food and a stadium ready to host its first ever concert. Let's go!

By the numbers:
▪️ $5 million estimated economic benefit
▪️ Approximately 20% of ticket buyers travelling from outside Christchurch
▪️ Around 910 staff working on the day
▪️ 3.4km of crowd control barriers
▪️ 16 food trucks alongside our stadium food and beverage offerings
▪️ 200 additional toilets across the precinct
▪️ 10,660m² of turf protection laid by a crew of 40 staff over 12 hours

And yes, there’ll be plenty of feeds and cold drinks going around too:
▪️ 100,000 beers, wines and RTDs
▪️ 10,000 portions of hot chips
▪️ 8,000 burgers
▪️ 5,000 American hot dogs
▪️ 1,000 pies

It’s almost time to welcome SIX60, SYNTHONY and all our concert goers under the roof for a true once in a lifetime night 🎶