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.

Best Performing KiwiSaver Funds – June 2020

With over 250 KiwiSaver funds it can be difficult to decide. Which were the best performing funds at the end

Digging Deeper To Find Out If Your KiwiSaver Fund Is Truly Ethical

We take a look at CareSaver's investment philosophy and what their process is in selecting ethical investments.

QuickFire Finance Course

This Free online course aims to provide a quick and easy way to help you learn and become more financially secure.

To keep things engaging we’ve got videos, blogs and more for you to learn from.

Lockdown II: How Will My KiwiSaver Account Be Affected?

As NZ enters lockdown again, how will my KiwiSaver account be affected?

Just Looking at a Fund’s Performance Isn’t Enough

KiwiSaver is a big investment, getting professionals to research and present you with options can make a big difference to

Kids in KiwiSaver

It’s never too early to start saving. What are some of the pros and cons of KiwiSaver for kids?

Start Saving For Retirement Today, Your Future Self Will Thank You!

Let’s talk about why contributing to your KiwiSaver account on a regular basis will make a big difference to your

What is Swing Pricing and how does it affect KiwiSaver?

Milford Asset Management has introduced swing pricing for some KiwiSaver funds, what exactly does that mean?

Thinking About Retirement?

Even if it's ten to twenty years away, retirement is around the corner. What should you be thinking about?

Should I Contribute More to KiwiSaver or Pay Down my Mortgage?

If I have extra savings, should I contribute more to KiwiSaver or pay down my mortgage?

Navigating Market Volatility

In unprecedented times, market volatility may seem frightening. Here's why it's actually not.

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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.