Using an adviser adds more than 5% to a client’s portfolio

The following article is taken from Good Returns – NZs Financial Adviser News Centre, published Tuesday 26th November 2019. We …

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Retirees’ strategies for coping with negative markets

We recommend reading Peter Ashworth’s article, recently published in the Otago Daily Times. Peter discusses the impact that falling markets can …

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NZFunds – What’s happening in the market and what we’re doing about it…

Growth is slowing, geopolitical unrest is increasing and NZ Funds has transitioned clients’ portfolios to a more defensive footing in …

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KiwiSaver – Should it be your ‘only’ retirement savings plan?

Should you have an additional long-term savings strategy? Which sits alongside your KiwiSaver account… Contributing to KiwiSaver what you need …

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Upcoming changes to KiwiSaver.

Upcoming changes to KiwiSaver We’ve been asked lately about the upcoming KiwiSaver changes and when they are due to take …

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Media Release (MR No. 2018-34) 29 August 2018

Helping KiwiSaver members weather investment storms Markets go down as well as up and good times don’t last forever. In …

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NZ Funds targeting clients’ points of pain

NZ Funds has launched a new pension transfer service with a difference: its nationwide UK pension transfer team are offering …

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Richard James reflects on the past 10 years at NZ Funds

Watch Full Video Here:http://https://vimeo.com/281557924 When Richard James took over the helm of NZ Funds Management 10 years ago, just as the …

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What New Zealanders want from KiwiSaver may surprise you

NZ Funds has conducted some research on what people like and what motivates their decisions when making KiwiSaver decisions. It makes …

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Emotions get the best of Investors

We talked to a UBS behavioral finance specialist about how emotions get the best of even the most experienced investors …

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