Category: Tools & Advice

The latest KiwiSaver research shows that members who are focusing only on fees and choosing low-cost providers are short changing themselves on the net benefit they will gain towards their retirement savings.

Some of the cosmetic details around a managed fund can betray its true value to you – how can you start digging a little deeper?

Bank term deposits are a useful retail savings product. However, the risks are somewhat misunderstood. An FMA survey in 2014 found that 75% of New Zealand depositors thought they were guaranteed.

Kiwi’s are a generous bunch. According to Philanthropy NZ, in 2014 New Zealanders gave almost $2.8 billion to charitable causes, of which 55% came from individuals. But could more come from families with a high level of wealth?

You wouldn’t skip your car’s annual WOF, but are you giving the same attention to your finances? Make sure there is no rust creeping into your financial assets.

The internet age has a new breed of large, dominant, infrastructure-like companies that have been delivering above average returns to shareholders.

People that have recently sold their company may struggle managing the proceeds. Through the bucket method, they can grow wealth further.

To ensure technology doesn’t render their business irrelevant, companies must reinvent themselves and embrace technology to attend to the shifting needs of customers.