Saturn E-newsletter volume 1: 2025

Saturn E-newsletter volume 1: 2025


Welcome to Saturn's first e-newsletter of 2025! This year, we're taking a slightly different approach. While we still plan to release regular e-newsletters, they will be focused on timely updates and relevant topics rather than a strict monthly schedule.

In this update, Saturn's Financial Adviser, Shahrukh Abdali, discusses the impact of President Trump's policies on U.S. inflation, why the current two-year equity bull market could continue and how most financial markets have started 2025 on a positive note. Watch the video below. Summary is the first 3 mins and the whole video is 22:30.

Video

Saturn's Approach To Investing

We explore Saturn's investment approach through two short videos, featuring Chris Douglas from investment consulting firm Mapua Wealth and Saturn Financial Adviser Jean Strock discussing real assets and alternative investments.

Saturn's approach to real assets such as listed property and infrastructure (01:32)

What are "Alternate Investments" and what role do they play in a portfolio? (02:02)

See below for more insights from Saturn Advice.

SAFE WITHDRAWAL RATES IN RETIREMENT

Retirement - is a time of excitement for the future but also a cause of anxiety, as you part with the security of a regular salary. You finally have the time to take on more leisure activities and draw up your travel plans.

By Jean Strock, Financial Adviser, 31 January 2025

DECEMBER 2024 QUARTERLY UPDATE

Share markets were volatile during the last quarter of the year but finished strongly positive for the year. A highlight was sweeping victory for Donald Trump as the next US President. In the days following the election result, the markets rallied with expectations of lower taxes and deregulation.

By Shahrukh Abdali CFA, Financial Adviser 15 January 2025

EXPLORING INVESTMENT OPPORTUNITIES BEYOND PROPERTIES

As New Zealand investors increasingly explore opportunities beyond residential properties, Joyce, a financial adviser from Saturn Advice, and Chantell, a Chartered Accountant at Neogen, take a deep dive into alternate investments.

By Joyce Yu, 7 January 2025



John McConnell

Helping Clients Live Richer Lives. Managing Director

3 周

Thanks Team ??

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