News & Views

The LifeCycle Process provides you with a disciplined and systematic method for managing your investment. If you choose the LifeCycle Process your contributions will not be allocated to a single

What are Member Tax Credits? To help you save, the Government will make an annual contribution towards your KiwiSaver account as long as you are a contributing member aged 18

In New Zealand once people become eligible to withdraw their money from KiwiSaver they can do what they like with it. There is nothing to stop retirees from blowing it

An issue of concern recently raised is; there is a lot of movement between the scheme providers which is not very productive, some KiwiSaver members are transferring between the scheme

The types of investments you should consider will depend on your investment profile which takes into account your personal circumstances and financial situation. It will also depend on your goals.

Operating as a financial advisory firm with an Authorised Financial Adviser meeting face to face with investing clients it is incumbent on me to ensure that we meet the requirements

FAQs for potential retail investors

Get to know yourself. Everybody is different. To choose the right investment strategy, you need to be clear about your own needs and what you are trying to achieve.

On Monday 8th April three members of the NZ Funds Management Ltd (NZF) team travelled up from Auckland and provided a yummy lunch and a one hour presentation on: Behavioural

WOW – We are extremely proud.  Bill has been published in the latest issue of ASSET magazine. Here he is hot of the press!   ASSET – Bill Raynel is

For some of us Retirement seems a long way off. Many of us will be relying on NZ Super and our own savings for income in retirement. But how much

FMA has launched a new consumer brochure to help New Zealanders understand the different types of services they may receive when investing in KiwiSaver shcemes or considering changing between schemes

Classical investment advice is that long-term investors should invest in growth assets (eg: shares and property) and switch gradually to income assets (eg: cash and fixed interest) as they get

The Financial Markets Authority (FMA) was established in 2011. The FMA's main objective is to promote and facilitate the development of fair, efficient and transparent financial markets. This was because

Although the self-employed do not enjoy the benefit of an employer contribution, they still receive the $1,000.00 Government kick-start and Member Tax Credit of up to $521.43 per annum.

There is still some conjecture as to what exactly went wrong with the Ross Group. You may also wonder whether the same factors that allowed these events to occur could

We encourage anyone who is thinking of investing to seek authorised financial advice first. 5 questions to ask the Authorised Financial Adviser • How do I know what you are

A recent investment industry study completed in the US found 58% of employees spent less than one hour determining both their retirement plan savings contribution rate and which retirement plan