Tobias Taylor

Tobias Taylor is a Director and Wealth Management Adviser at Jarden, New Zealand’s leading investment and advisory firm. He has worked in banking and financial services for more than 20 years in London, Wellington and Hawke’s Bay. Tobias is a board member of Presbyterian Support East Coast. He is a NZX Adviser, Certified Financial Planner (CFP), a member of Financial Advice New Zealand (FANZ) and the New Zealand Institute of Directors (IoD). Find out more about Jarden’s Hawke’s Bay team here - https://www.jarden.co.nz/our-services/wealth-management/

When keeping calm and carrying on paid off

Recently I had the pleasure of traveling around New Zealand with economic commentator and journalist Bernard Hickey’ where we have been presenting to AdviceFirst clients and local professionals about themes important to today. We have also been joined by fund managers Fergus MacDonald of Nikko Asset Management and Craig Stent of Harbour Asset Management. Our event series included a Hawke's...

Do you want tulips with your bitcoin?

The cryptocurrency bitcoin continues to make the news. What many New Zealanders don't realise is that if they hold loyalty cards like Fly Buys or an air points card, they already own digital currencies. However, when we read in December of a Wellington waterfront property for sale in bitcoin, and that bitcoin futures recently debuted on Wall Street, the subject...

Pro Finance

Goals-based Investing – A New Approach to an old Question

When discussing a client’s financial planning needs, and specifically what portfolio to establish, an adviser is required to navigate through the client’s specific needs and goals. This is with an ultimate view to provide a portfolio from within the specific discipline and processes that will meet the client’s expectations, while importantly avoiding as much risk as possible. While focusing on...

Pro Finance

When your conservative portfolio is not so ‘conservative’

The word ‘conservative’, particularly when it comes to conservative investment portfolios, usually suggests stable, slow-to-change and steady-as- she-goes, but in these changing times, there are early warning signs that a ‘conservative investment portfolio’ may no longer be the haven that it once was. Most people who don’t have a huge appetite for risk, often because their earnings potential is declining...