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Dealing with the investment roller coaster

Dealing with the investment roller coaster

March 27th 2020 With New Zealand and the world facing an unprecedented pandemic, and global markets in uncertainty, clients are asking if they should make any changes to their investment plans. Generally, when Read more

What you need to know about KiwiSaver Tax

What you need to know about KiwiSaver Tax

October 18th 2019 We understand that talking about taxes can be less than interesting. But understanding how your investments are taxed means that you get to maximise the money you are investing. This also applies to Read more

How ethical is your KiwiSaver investment?

How ethical is your KiwiSaver investment?

September 25th 2019 In 2016, KiwiSaver funds stopped investing in nuclear weapons and cluster bombs. This is a great step in the right direction, but it got us thinking about the other types of shares our funds invest i Read more

Are you right for your KiwiSaver investment or is your KiwiSaver investment right for you?

Are you right for your KiwiSaver investment or is your KiwiSaver investment right for you?

September 2nd 2019 1. You didn’t: you were allocated a default provider by the IRD If you do not choose your own provider, the IRD randomly allocates you to a default provider and they will automatically invest your Read more

5 tips to get the most out of your KiwiSaver savings

5 tips to get the most out of your KiwiSaver savings

July 10th 2019 For most New Zealanders, KiwiSaver will be their first introduction to investment. It’s a great tool to save for your retirement and it can also help you get into your first home. However, as with Read more

Is your KiwiSaver account in the wrong place?

Is your KiwiSaver account in the wrong place?

July 4th 2019 We come across many KiwiSaver members that don't know how much money they have in their fund or who is looking after their money. Choosing the right fund for where you are in life is very Read more

KiwiSaver members: don't miss out on the $521 Government Contribution

KiwiSaver members: don't miss out on the $521 Government Contribution

May 20th 2019 Will you be getting a $521 top up to your KiwiSaver account? KiwiSaver members are eligible for a Government Contribution each year, formerly known as Member Tax Credit. Basically, for every dollar Read more

The growing gender gap: KiwiSaver funds

The growing gender gap: KiwiSaver funds

February 27th 2018 A new research by Westpac NZ reveals that women are contributing less than men and have lower average balances. The bank surveyed more than a thousand KiwiSaver members to glean the insights, Read more

Are you in your 20s? Time to start thinking about retirement

Are you in your 20s? Time to start thinking about retirement

September 26th 2017 Do people in their 20s need to think about retirement? The short answer is YES. Getting set-up financially earlier in life means that you are working towards your retirement. When starting off your Read more

You should put as much as possible into your KiwiSaver account, right? Not always.

You should put as much as possible into your KiwiSaver account, right? Not always.

August 17th 2017 So you’ve heard time and time again that you need to save for retirement, that you need to start now (or yesterday!), and possibly that you need to be putting away as much as possible. Of course, Read more

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