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KEEP CALM & CARRY ON

KiwiSaver investors urged to hold their nerve. The Business Herald’s markets and banking reporter – Christopher Adams KiwiSaver balances beaten …

Spring Clean your Finances

It’s September, the traditional time for an annual spring clean. This September, why not extend your spring cleaning beyond the usual home and garden, and take on your personal finances as well?

Around the Globe in 14 Days (with NZ Funds)

NZ Funds, CHIEF INVESTMENT OFFICER, Michael Lang and HEAD OF INCOME, Mark Brooks recently completed a research trip. In total around 37 meetings with some of the best minds in the Investment Management disciplines in the world.

What is the NZ Funds KiwiSaver LifeCycle Portfolio Management?

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 Portfolio. Instead, your investment will be progressively reallocated over your investing time frame across three Portfolios depending upon your age.

KiwiSaver Member Tax Credits – are your eligible?

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 or over. The maximum annual Member Tax Credit you are entitled to is $521.43.

Retirees need to keep investing

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 all on a new car or holiday.

Is it a waste of time to save for retirement?

Today we are living longer. Whereas older generations live an average of 15-20 years past the age of retirement, younger generations are expected to live 30-40 years after they retire. The biggest money worry for many will be just how long their ‘nest egg’ will last, raising the possibility that you will need to live more frugally than you’d like and most likely for a longer time…

MPS Investment Platform Launched

A new investment platform, the Managed Portfolio Service has launched.

We understood that the investment offerings in the market were simply not suited to the needs-based advice process we had developed. MPS is a unique investment offering designed to integrate seamlessly with the needs-based advice process we had developed and now follow.

Julie Partridge – Client Service Administrator

I have recently joined the ISN team as a casual employee, providing administrative assistance.