Saturn Advice

31/07/2023

2023 Midyear Market Outlook Webinar: Finding the Signal Through the Noise

In the wake of 18 months of tumultuous markets, it's natural for investors to feel disheartened.

But let's reflect for a moment—what if this momentary setback is actually a gateway to fresh possibilities?
What if as the sharemarket sheds its excess and when the tough days are over, it paves the way for extraordinary investment opportunities for the coming years?

In this webinar brought to you by Saturn Advice, Shahrukh Abdali, Financial Adviser and CFA Charterholder, delved deep into the various asset classes, discuss the outlook for the economy and financial markets in the second half of 2023, and the investment strategies that may be best positioned for the road ahead.

2023 Midyear Market Outlook Webinar: Finding the Signal Through the NoiseIn the wake of 18 months of tumultuous markets, it's natural to feel disheartened. B...

07/07/2023

📢 Join us for the 2023 Midyear Market Outlook Webinar: Finding the Signal Through the Noise!

After enduring 18 months of tumultuous markets, it's easy to feel disheartened. But what if this setback is actually a gateway to fresh possibilities? As the sharemarket sheds its excess and tough times fade away, extraordinary investment opportunities lie ahead.

In this exclusive webinar, financial advisor and CFA Charterholder, Shahrukh Abdali, will delve into various asset classes, discuss the second-half outlook for the economy and financial markets in 2023, and reveal investment strategies poised for the road ahead.

⏰ Date/Time: Thursday, July 27th, from 07:00 PM to 08:00 PM
💲 Cost: Free
🌐 Venue: Online (Zoho Showtime) - Join from any device
📝 Register: Click below to secure your spot

2023 Midyear Market Outlook Webinar: Finding the Signal Through the Noise In the wake of 18 months of tumultuous markets, it's natural to feel disheartened. But let's reflect for a moment—what if this momentary setback is actually a gateway to fresh possibilities? What if as the sharemarket sheds ...

28/05/2023

Watch our webinar recording for a fascinating discussion on the intersection between health and wealth. In this webinar, our speakers, Dee Hunter and Jean Strock, shared valuable insights. With Dee, we explore the concept of "health span" versus "life span" and the lifestyle choices that can lead to a longer, healthier life. We also hear from Jean about the costs of residential care and the financial planning required to prepare for potential long-term care needs.



With actual data and facts, we aim to combat anxiety around spending the final years in residential care and spending all assets. By staying informed and taking action, we can reclaim control of our health and finances. Don't miss out on this valuable opportunity to learn how to plan for a healthy and wealthy future.

Click below to watch the recording.

In this Webinar, Saturn financial advisers Jean Strock and Joyce Yu explore how to live a long and healthy life with behavioural change coach, Dee Hunter. Je...

20/04/2023

Introducing an exclusive interview with a remarkable retiree! Meet our client,Anna Blattler, who after obtaining a doctorate degree in biology, ventured into the unexpected world of running a successful holiday park business for over three decades.

Discover how she got into the business, what motivated her to sell, how she diversified her financial portfolio, and her journey from being a business owner to enjoying a well-deserved retirement.

Don't miss out on this fascinating story of entrepreneurship, financial planning, and retirement bliss!

This webinar is brought to you by Saturn Advice.Introducing an exclusive interview with a remarkable retiree! Meet our client,Anna Blattler, who after obtain...

15/02/2023

Attention investors!👀 If you thought 2022 was rough, you're not alone.📉 With assets across the board taking a hit, it was a year to forget. Fatigued investors are hoping for better times💪

Join Shahrukh Abdali, a financial adviser and CFA Charterholder, as he shares his expert insight on what lies ahead for 2023.💰

📈 Will we see a recession?📉 How will share markets hold up?🤔 Plus, answering a few burning questions including what is in stock for residential property market in NZ.

The webinar recording link is available now, so don't miss out on this informative content🎉 Brought to you by Saturn Advice.

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2022 was a year to forget for investors. With most types of assets including shares, bonds and property prices falling there was hardly anywhere to hide. Fat...

07/02/2023

If you are in your 60s, you might be gearing up for retirement. As you wade into the retirement water, there is often an emotional cocktail of relief, excitement and anxiety.
There are some common themes we have observed that keep people up at night.
Joyce and Lance, Financial advisers at Saturn Advice, have made a mini series of 4 videos covering these common themes. We hope they help you gain comfort & clarity, help you avoid costly mistakes.

In this 10 minute video, we explain the biggest risk retirees face is the failure to have the lifestyle they worked hard for.

To manage that risk , we talk through three common traps and pitfalls to avoid.

- Choosing the wrong type of investment

- Not having a safety pot

- Being too conservative

07/02/2023

If you are in your 60s, you might be gearing up for retirement. As you wade into the retirement water, there is often an emotional cocktail of relief, excitement and anxiety.

There are some common themes we have observed that keep people up at night.

Joyce and Lance, Financial advisers at Saturn Advice, have made a mini series of 4 videos covering these common themes. We hope they help you gain comfort & clarity, and help you avoid costly mistakes.

In this nine-minute video, we compare term deposit returns to the rate of inflation.
Leaving money in cash can be an option but may lose you purchasing power over time.
We explain why it is particularly challenging for retirees who are no longer receiving a cost of living adjusted income from either employment or business. When you top up your lifestyle expenditure by drawing down financial assets, are the investment returns on these financial assets providing enough inflation protection so you don't run out of money?

01/02/2023

Investment opportunities and risks on the horizon for 2023 - Webinar

2022 was a year to forget for investors. With most types of assets including shares, bonds and property prices falling, there was hardly anywhere to hide. Fatigued investors will be hoping for better times so what lies ahead for 2023? Is a recession looming and if so, how will it affect already beaten up share markets? How do I invest my money in 2023?

In this webinar brought to you by Saturn Advice, Shahrukh Abdali, Financial Adviser and CFA Charterholder, will share his views on investment opportunities and risks on the horizon for 2023. The presentation will be around 45mins followed by a live Q & A to answer any additional questions you may have.

When: 1230pm to 1:30pm, Friday, 10 Feb 2023
Click on the link below to register now.

Even if you can't make it to the live session, still register and submit your questions. A recording of the webinar and slide deck will be emailed to all registrants.

2022 was a year to forget for investors. With most types of assets including shares, bonds and property prices falling there was hardly anywhere to hide. Fatigued investors will be hoping for better times so what lies ahead for 2023? Is a recession looming? If so, how will it affect already beaten u...

23/01/2023

Are you ready to retire or rewire?

There are some common themes that we have observed that keep people awake at night!
For instance, do I retire fully from day one, or do I transition into retirement by gradually reducing my working hours?
Many people with the support of their employers, are taking the option of transitioning into their retirement years.
Also, other important factors to consider include are you financially and emotionally ready for retirement?
Furthermore, how a Financial Adviser can help you with planning for your retirement, by assisting you with your investment goals, projections and a retirement budget.

These vital issues and more are covered in this video, put together by Joyce and Lance, Financial Advisers at Saturn Advice.

09/12/2022

Dear Santa,

Please can we have a market rally this December?

Saturn Financial adviser Jean Strock provides an insight to the Santa Claus rally phenomenon and the likelihood of it happening this Christmas

Historic market returns for the month of December show there is some basis to the Santa Claus rally. The rally typically occurs over the last five trading days of the year and the first few of January. First identified by Yale Hirsch in 1972, the S&P 500 had gained an average 1.5% across those days....

09/11/2022

What are your top concerns related to money?

We know many people desire to be RETIREMENT READY but don’t know where or how to start.

Saturn Financial Advicers, Jean and Joyce have put together a video to demystify retirement planning by talking through a few important elements to consider. We hope it sets up a bit of framework for your own retirement planning and guide you on what to do if you find yourself off-track.

This episode is for anyone how is thinking about retirement planning, particularly impactful if you are in your 50s.

Watch this 20 minutes video clip by clicking the link below

Saturn Advisers discussing retirement planning in your 50s is available for you to watch.

21/10/2022

Most share markets had a rollercoaster of a quarter starting with a strongly positive July and ending with a deeply negative September. Our September 2022 quarterly commentary is available for you to read.

Most share markets had a rollercoaster of a quarter stating with a strongly positive July and ending with a deeply negative September. Overall, the declines later in the quarter