Tag Archives: finance

Putting People before Profit in Aged Care. Brien Cree – MD Radius Care.

We have been looking into the possibility of an IPO for Radius Care as part of our future planning for the company, and it has raised some interesting issues for us around the importance of maintaining our integrity and culture in the face of a public float. When I purchased …

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From the Desk of Phillip Cowley – UK Tax Implications of Buy a UK Property.

I have been working with several retired clients whose children live in the UK.  Typically the client wants to buy a UK property to spend the summer months in the UK and spend quality time with their grandchildren.  Clients may also buy a UK property for rental purposes. The clients …

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Liam Butler Interviews Alan Clarke, Author of ‘The Great NZ Work, Money and Retirement puzzle’.

www.copypress.co.nz $37.50 Question One: Alan, you say that rest home fees are not enough to justify the forming a trust. What are good reasons for forming a trust? The real purpose of a trust is to protect assets for future generation – e.g. a farm, business, property, valuable beach house …

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Financial abuse of older people – From the Desk of Dr. Judith Davey.

 Why does financial elder abuse occur?  Consistent with the complex nature of financial elder abuse (FEA), there are a range of explanations and it is impossible to put a finger on a single cause. Elder abuse of all types has been associated with older people’s relatively low status in society …

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It is time to stop elder abuse

  People must not turn a blind eye if they suspect an older person is being abused or neglected and Age Concern continues to spread this message.  Age Concern Canterbury’s CEO Simon Templeton says it is vital people speak out and a phone call to Age Concern is the right …

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Income , NOT Budgeting, is the Issue.

Tamara Baddeley is a home care worker in Wellington. A member of the Service and Food Workers Union, she has also been a spokesperson for the Living Wage campaign. Max Rashbrooke interviewed Tamara for this viewpoint.  It’s sometimes said that those on low incomes need to manage their money better, …

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Loneliness and Retired immigrants

I am a Chartered Accountant and do tax work quite often providing services to retired immigrants.  As a relationship develops with a client we have quite personal conversations about their lives.  One aspect I would like to touch upon is the loneliness an immigrant can feel and hopefully someone will …

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From the desk of Phillip Cowley.

I am a Chartered Accountant with a background in Aged Care,so have worked at the coal face in terms of financial reports and budgets for resthomes, hospitals, dementia units and independent living retirement villages. I have now set up a chartered accounting practice, the bulk of my clients are people …

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Are you saving for your retirement?

There have recently been several articles in the press relating to saving for retirement. The Press article from January this year advising us that we are simply not saving enough – if at all… http://www.stuff.co.nz/business/money/8191227/The-cost-of-healthy-living-in-retirement Then a conflicting article this week advising us that saving for retirement is "For Fools"… …

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