Brodie Haggerty - Financial Adviser

09/03/2023

Future is bright for FoxPlan! 😎

Spent today meeting the next generation coming through at career expo.

If you know anyone interested in our graduate programmes please let me know!

08/03/2023

07/03/2023

Great day on Friday attending Jumbo Tennis Tournament.

Stoked to be a part of such a fun day and even managed to sneak away with a trophy for FoxPlan's trophy cabinet! 🏆

01/03/2023

Are you wondering if it's time to get life insurance?

Life events like sharing a mortgage, settling down with a life partner, supporting family members, growing your family, going into business, and getting older are all good reasons to consider life insurance.

Don't wait until it's too late to protect your loved ones and your financial future.

Check out my blog on this here 👉 bit.ly/3AbVHtm

Book a complimentary 15-minute chat with us today to learn more about how life insurance can help you by going to https://www.brodiehaggerty.com/

Many people think about getting life insurance when one of life’s big events introduces new responsibilities. In other words, something major has happened that may make it important to protect your ability to financially support yourself or other people. Here’s a quick summary of some life event...

22/02/2023

Ready to retire on your own terms? This blog can help!

Retiring is all about discipline and planning - the earlier you start, the sooner you can retire.

Explore different income streams, budget for your retirement lifestyle, and track your progress to reach your goals.

Check out our blog on when you can retire here 👉 bit.ly/3trWgeW

Retire when you want with a plan. Take the first step by booking a free initial chat at https://www.brodiehaggerty.com/

Just wondering, when can I quit my job / retire? Lots of people are actively wondering how they can escape the 9-5. Escape the corporate lifestyle. We are here to tell you that the age at which you retire is ultimately your decision. It all comes down to discipline. The earlier you plan your retirem...

15/02/2023

Are you wondering how inflation is impacting your money and investments?

In this blog post, we unpack the concept of inflation and explain how it's measured.

We also provide the current annualized inflation rate in New Zealand and consider the potential advantages of a little inflation for boosting consumer demand and economic growth.

Find out how you can lessen the effects of inflation here 👉 bit.ly/3UE7wkm

I’m here to assist you with any questions you may have. Book a free discovery call to get started by going to https://www.brodiehaggerty.com/

More than likely you have read, heard and seen all the reports and articles about the rising cost of living and the impact it is having on the economy. At Foxplan over the past few weeks, we have been asked a few questions by both clients, staff, and advisers about inflation and the overall theme of...

12/02/2023

Monday mornings are a fresh start and a perfect opportunity to focus on your financial goals. 💰💪🏼

With a well-planned budget and investment strategy, you can take control of your finances and make positive progress towards your financial goals.

Don't let another week slip by without putting your finances first. Make this Monday the beginning of your journey towards financial success! 🙌🏼

08/02/2023

Whether you want to buy a sports car, travel the world, or retire to a remote plot of land, investing can help you get there.

But it's important to remember that a good investor is one who achieves their dream, not just chases returns.

Check out more about this here 👉 bit.ly/3Ezdfm0

If you would like to have a chat, feel free to reach out today to book a non-obligation chat at https://www.brodiehaggerty.com/

Let's talk about your dream - whatever it may be. Perhaps you'd like to buy a sports car, or travel the world, or retire on a remote plot of land and raise some chickens, or perhaps all that and more. As an investor, this dream is perhaps the most important aspect of your investment strategy - and a...

01/02/2023

Are you ready to boost your retirement savings?

With KiwiSaver, the government will contribute 50 cents for every dollar you contribute, up to $521.4 per year.

All you need to do is contribute at least $1,042.86 by June 30th. If you're an employee, you may already be hitting that goal without realizing it.

But if you're self-employed, you'll need to make voluntary contributions.

A weekly contribution of around $20 should get you there.

If you're not sure where you stand, log in to check your contributions or book a review with one of our advisers.

Don't miss out on these valuable government contributions – start planning for your future today!

Learn more here 👉 bit.ly/3Gebwnh

For a free chat about your KiwiSaver, book at https://www.brodiehaggerty.com/

Everyone loves a little helping hand and retirement savings can always do with a little boost! Did you know that any eligible person contributing to their kiwi saver account is eligible for the Government contributions so for every dollar you put into KiwiSaver the government will put in 50 cents -....

25/01/2023

Do you find yourself questioning your investment strategy during times of market uncertainty?

It's natural to want to make changes, but it's crucial to have a plan that aligns with your long-term objectives.

In this blog post, we examine the various investment strategies at your disposal and provide questions to help you make informed financial choices.

We also address a common question from clients about whether it's a good idea to move from stocks to bonds during market volatility.

Don't make a rash decision - read this blog post for valuable insights and guidance on your investment strategy.

Check it out here 👉 bit.ly/3TD5PCv

If you would like to have a chat, feel free to reach out today to book a non-obligation chat at https://www.brodiehaggerty.com/

Do you have the temptation to change your investment strategy? Do you have the itch to switch? During market volatility, many investors might be tempted to change their investment strategy, be it, where their money is invested or investment method, in order to temper fluctuations in the market. Inve...

18/01/2023

Are you tired of chasing the latest predictions in the stock market?

It's no secret that experts often struggle to accurately forecast what the future holds.

But you don't need to rely on guru predictions to have a successful investment strategy.

Don't get caught up in the prediction addiction.

Visit our blog to learn more about investing with a long-term, disciplined approach 👉 bit.ly/3hwmOsz

If you would like to have a chat, feel free to reach out today to book a non-obligation chat at https://www.brodiehaggerty.com/

In 1968, Paul Ehrlich also wrote a best-selling book called The Population Bomb. Drawing on his observations with other animal species, the premise of the book was simple. The world was already overpopulated and still growing exponentially. The earth didn’t have enough resources to feed humanity. ...

12/01/2023

New year, new goals - get in touch to make 2023 your year financially.