Investing Concepts

What do I need to know before investing?

Investing for our future is become more important than ever since government help like NZ Super is no longer enough to live a comfortable retirement. These articles attempt to explain investment concepts to make us all better investors and have better outcomes.

However, please note that this is not personalised financial advice. If you want advice based on your own circumstances and goals, please start by submitting our KiwiSaver HealthCheck.

What exactly is your KiwiSaver money invested in? (Asset Breakdown)

Ever wondered where your KiwiSaver money goes? Here's a breakdown of the types of assets your provider invests in and

How Global Markets and Events Impact Your KiwiSaver Balance

Every time there is a global crisis, your KiwiSaver balance can be negatively impacted. Find out exactly why that is

Why is my KiwiSaver balance dropping?

Why your KiwiSaver balance is dropping and how you can get the best financial advise to make informed KiwiSaver decisions

What is Volatility Capacity and the Investment Horizon?

What is Volatility Capacity, the Investment Horizon, and how do you calculate it?

Can you lose money in KiwiSaver?

Can you lose money in KiwiSaver? Let's explore two areas of concern: 1. Providers declaring bankruptcy 2. Seeing your KiwiSaver

Opportunity Cost vs Realised cost

The opportunity cost and the realised cost are very important factors to consider when choosing the appropriate fund to invest

How KiwiSaver Schemes are Diversified

A more detailed view on what is Diversification, how does it relate to KiwiSaver, and how KiwiSaver schemes are chosen

KiwiSaver provider aiding community housing plan

Positive Capital, KiwiSaver provider Pathfinder, and their parent company Alvarium have joined forces to create Positive Property.

Should you just choose a KiwiSaver fund with the lowest fees?

Do you know the best KiwiSaver fund for your personal circumstances? We will show you how to pick the best

Does Your KiwiSaver Provider offer Independent Financial Advice?

Does and should your KiwiSaver provider offer you financial advice NZ. How can financial advisers help with KiwiSaver success?

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Investing Concepts

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General

A copy of our advisers’ disclosure statement is available on request and free of charge. The views and opinions expressed in this newsletter are not intended to be a personalised service for an individual retail client. The views and opinions are general in nature and may not be relevant to an individual’s circumstances. Before making any investment, insurance or other financial decisions, you should consult a professional financial adviser.