eriksensforMe by EriksensGlobal

19/07/2026

🌏 What could the next 12–18 months mean for your investments?

Global events continue to shape financial markets, and staying informed can help you make more confident investment decisions.

Our latest Economic Commentary explores:
📈 The Reserve Bank of New Zealand's decision to raise the OCR by 25 basis points.
🇺🇸 The US Federal Reserve's latest interest rate projections and the continued resilience of the US economy.
🛢️ Ongoing disruption around the Strait of Hormuz and what it could mean for global energy markets and inflation.

With uncertainty around energy supplies and inflation, the coming months will be important as central banks respond to changing economic conditions.

If you're interested in what these developments could mean for your investments and the New Zealand economy, we'd love you to read our latest Economic Commentary.

📖 Read the full June report here:

EriksensGlobal’s economic commentary provides New Zealand investors with clear, independent analysis of local and global markets, inflation, interest rates and key economic trends, and is regularly shared through our written reports and YouTube channel.

25/06/2026

Webinar Starts Today

We're live today at 12:30 PM NZT.

If retirement is on your horizon - whether that's in 5 years or 20 - join us for a practical conversation about planning for the transition.

We'll cover:
✔️ When retirement may be realistic
✔️ Common retirement planning mistakes
✔️ KiwiSaver, investments, and retirement income
✔️ Strategies for those who feel they may be behind

Registration is still open, and all registrants will receive the recording.

⏰ Starts at 12:30 PM NZT

Register here:
https://f.mtr.cool/qhzuxnyeio

23/06/2026

Last Chance to Register

Retirement isn't just about reaching a certain age - it's about having a plan for what comes next.

If you've ever wondered:

✔️ When can I realistically retire?
✔️ Will I have enough?
✔️ How do KiwiSaver, investments, and retirement income fit together?

Join us for our free online Retirement Planning Webinar this Friday.

Amy Eriksen, Registered Financial Adviser, and Colin Downie, Actuary and Investment Consultant, will share practical insights to help you make more informed decisions about your future.

🗓 Friday 26 June 2026
⏰ 12:30 PM NZT
💻 Free online webinar
🎥 Recording available for all registrants

Last chance to register:
https://f.mtr.cool/pcmrpkhuyh

23/06/2026

New research highlights a growing challenge for many NZ retirees - the gap between income and rising living costs.

A recent Lifetime Retirement Income survey, analysed by EriksensGlobal, found that 41% of retirees are navigating retirement without any external support from financial advisers, banks or accountants. At the same time, 77% said cost of living is one of their biggest concerns.

The findings are a reminder that retirement planning is about more than just reaching 65 - it’s about creating income that can keep pace with real-life expenses over time.

If you’d like to read the full article, you can find it here:
https://investmentnews.co.nz/investment-news/study-confirms-advice-income-gap-for-nz-retirees/

Just under a third of NZ retirees use a financial planner, according to a new Lifetime Retirement Income survey, while about 40 per cent of the cohort don’t seek any external advice. The Lifetime poll of more than 700 retirees (or adjacent) found 28 per cent of respondents have financial advisers ...

14/06/2026

09/06/2026

Financial advice is often perceived as a one-off interaction, where someone tells you what to do and hands over a plan.

But in reality, it tends to work very differently.

The most effective financial planning is iterative. It evolves over time as your circumstances change, your priorities shift, and new opportunities or challenges emerge.

A plan isn’t something static that sits on a shelf. It’s something that gets revisited, updated, and refined as life moves forward.

That’s where the real value comes from.

Not just in the initial recommendations, but in the ongoing conversations that test ideas, adjust assumptions, and ensure everything continues to align with what you’re trying to achieve.

One of the more interesting parts of the process is how people respond when asked about their financial goals.

At first, it’s common to feel uncertain, like there aren’t clear answers. But once the conversation begins, most people realise they already have a strong sense of what they want, it just hasn’t been fully articulated or structured.

From there, the focus shifts to turning those ideas into something practical.

That’s where analysis and forecasting become useful, helping connect multiple goals into a plan that is both realistic and achievable over time.

Just as importantly, having someone independent to speak with can take a lot of pressure out of the process. Money is not always an easy topic to discuss openly, particularly with friends or family, and having an objective sounding board can make those conversations far more productive.

Over time, this approach tends to build something more valuable than a single plan. It creates clarity, confidence, and the ability to adapt as things change.

If you’re looking for more clarity around your financial plan or want to better understand your goals, it can be worth getting a second opinion.

Learn more about our approach or book a time to chat via our website.
Link in bio ⬆️

02/06/2026

Property is often seen as one of the more straightforward parts of a portfolio, especially once you already own an investment.

But in practice, it’s rarely that simple.

For many investors, particularly in places like Auckland, property sits alongside other assets and income streams, forming a significant part of their overall financial position. What can sometimes be overlooked is just how large that exposure actually is, and how much attention it requires.

The challenge is usually not the property itself, but how it interacts with everything else.

Income, lending, cashflow, future plans, and ongoing costs all play a role in determining whether that investment is working as intended.

When you look more closely, factors like rental yield, maintenance, and body corporate fees start to matter more than people expect. These are the elements that ultimately determine performance, not just the headline value of the asset.

It’s also important to recognise that property, as an asset class, is not consistently good or bad. Outcomes can vary significantly depending on the individual property and the decisions made around it.

That’s why broad assumptions tend to fall short.

What tends to be more valuable is independent, case-by-case analysis, looking at how a specific property is performing and how it fits within a wider strategy.

From there, clearer decisions can be made.

Whether that’s holding, adjusting, or considering future purchases, having structured guidelines and a clear framework makes those decisions far more straightforward.

If you’re holding property as part of your wider investment strategy and want to understand how it’s really performing, it can be worth getting a second opinion.

Learn more about our approach or book a time to chat via our website.
Link in bio ⬆️

29/05/2026

Retirement is a big life transition. But when can you ‘actually’ retire?

Whether retirement feels close or not, this 45-minute webinar will help you understand where you stand today and map what comes next. Join Amy Eriksen, Registered Financial Adviser and Colin Downie, Actuary and Investment Consultant for a practical conversation focused on transitioning into retirement in today’s complex world.

We’ll focus on your burning questions including:
✔️ When can you realistically retire?
✔️ What if you don’t have 'enough' funds yet? We’ll share some catch-up strategies.
✔️ How does KiwiSaver, investments and income planning fit together?

Designed for people in their 40s, 50s and 60s who want clear thinking and a realistic plan for a comfortable retirement. Don’t fall into common retirement mistakes our team encounters daily. Take this chance to learn all about practical, effective retirement planning.

🗓 Friday 26 June 2026 at 12.30PM NZT
💻 Online, free to attend (recording available if you can’t make it live).
Sign up now: https://www.eriksensglobal.com/retirementwebinar