Why Lump Sums Can Feel So Overwhelming
A plain-English look at why large sums of money can create fear, hesitation and pressure — and how intentional planning can help create clarity.
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Insights, updates, and thoughts from Concorde Wealth.
What Are PFIC Rules? (And Why US Citizens in New Zealand Should Care)
For US citizens in New Zealand, PFIC rules can quietly affect how KiwiSaver and managed fund investments are treated.
Read more →Do US Citizens Have to Report KiwiSaver to the IRS?
A plain-English look at why KiwiSaver can create extra reporting and tax considerations for US citizens living in New Zealand.
Read more →KiwiSaver Advice in Nelson: What You Should Know in 2026
What Nelson investors should understand about KiwiSaver in 2026 — from fund choice and risk alignment to property goals and intentional retirement strategy.
Read more →Term Deposits: A Useful Tool, But Not an Investment Strategy
Why term deposits are useful for short-term cashflow—but not a long-term investment strategy.
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