Fortitude Financial

08/04/2026

We're very proud of our newest adviser, David Gumbley, being recognised at the Annual FANZ (Financial Advice NZ) National Adviser Conference, Gala Awards Dinner.

We're not surprised, as Dave's thirst for knowledge and pursuit for excellence is apparent in everything he does. Well done Dave!

https://www.goodreturns.co.nz/article/976525420/fanz-acknowledges-top-advisers.html

08/04/2026

Just two months on from our last post, “What’s been happening in markets”, and the change in our world is remarkable.
https://fortitudefinancial.co.nz/news-and-views/juxtaposition

13/02/2026

152 years of S&P 500 returns - see what analysts predict for 2026’s market performance.

Explore 152 years of S&P 500 returns and see what analysts predict for 2026’s market performance.

19/08/2025

We know that being invested in share markets can be very rewarding. It can also be unsettling when sentiment turns. Share markets almost always grind higher and, after experiencing extraordinary high returns, it’s normal to feel maybe the run can’t last and so, we expect a fall...
https://fortitudefinancial.co.nz/news-and-views/perfect-timing

26/03/2025

There's a lot happening out there. The world seems just that little bit stranger and less predictable...

https://fortitudefinancial.co.nz/news-and-views/theres-a-lot-happening-out-there

13/11/2024

A few weeks back, a colleague shared a detailed report on the workings of the OCR (Official Cash Rate) and how it has been used to either promote or tame inflation, as measured by CPI (Consumer Price Index).
https://fortitudefinancial.co.nz/news-and-views/the-price-of-history

15/08/2024

When we buy a “deposit”, we buy the interest rate of the day. Today, if we buy a one-year deposit, we’ll get around 5%pa. If we take a five-year deposit, it’s around 4.5%pa. (The yield curve is currently inverted; that means investors get more reward for being shorter term, than being longer term). In practice, most investors will tend toward a one-year deposit and see how things are in a years’ time.
https://fortitudefinancial.co.nz/news-and-views/50-more-return-from-fixed-interest

10/06/2024

We regularly post articles to our website - insights we hope are helpful to readers. Today we asked Microsoft’s “Copilot”, what we should do when planning for retirement. It answered instantly...

https://fortitudefinancial.co.nz/news-and-views/retiring-with-ai

02/04/2024

You may recall the iconic episode of NZ TV series, Police Ten 7, when Auckland Policeman Guy Baldwin apprehended a suspected car thief. It was 3:00am in the morning and so the conversation was understandably strained. The suspect, stalling for time, conveyed an intention to wander down the road to buy a pie. The officer’s reply was out of the blue and very food safety focused: “Always blow on the pie - safer communities together”. The segment went viral.

Today there’s a different hot topic PIE story out there – and many investors are now wondering if a PIE (Portfolio Investment Entity) investment option might help them avoid a “tax burn”, given the maximum and final tax on a PIE investment is 28%, irrespective of your other income...

https://fortitudefinancial.co.nz/news-and-views/always-blow-on-the-pie

04/03/2024

FRANCES COOK and NZSA ARE TOURING NZ, HOSTING 'AN EVENING FOR WOMEN ON SHARE INVESTING' - these events are about engaging in a conversation that empowers women to take control of their financial futures. You can share your thoughts, questions and connect with like-minded women who are on the journey towards financial independence and security.
For more information, dates and to register, visit: https://www.nzshareholders.co.nz/investment-for-women/