The SME Stream · You should write a prenup with Holly Egerton
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asks every client to create an “asset list” (KiwiSafe) that records the value and location of assets like life insurance, bank accounts, shares
“You can limit how much of your returns you lose at taxes through the art of what's called asset location, which is deciding which investments should go in which types of accounts.”
“We have a free guide to help you work through what assets should go where... You can download that for free at affordanything.com slash asset location.”
“Asset map... helps you engage clients, drive better decisions and boost efficiency in every meeting.”
“We manage multi-asset portfolios… strategic asset allocation of 30% currency hedged… based on a view that the Australian dollar is probably about fair value”
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