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Read our latest articles on Investing
Investor Stories: Chris and Rosemary Honiss
Living a relaxed lifestyle at Whangarei Heads, thirty-something investors Chris and Rosemary had never given much thought to investing. That was, until lockdown. With newfound time on their hands, they began to reassess their lives, how
How Do I Choose the Right Investment Strategy for Me?
Investing without a strategy is like a sports team going into a game without a game plan. Even though you don’t necessarily need one, defining
When and How Should I Be Rebalancing My Investment Portfolio?
Have you ever thought about changing things up in your investment portfolio? Wondered if you should be taking more or less risk based on your
Read our latest articles on Saving
How to Set and Follow Through With Your 2022 Financial Goals
Whether they’re financial goals or not, it’s likely that you’ve set yourself a few New Year’s resolutions already or plan to in the coming weeks.
Top 10 Personal Finance Books for Kiwis
As lockdown restrictions roll into September, we’re finding ourselves turning to the bookshelf/kindle for some distraction, inspiration, and personal growth. After all, binge watching and
How you should invest when interest rates are 0%
Do you have savings in a bank account whilst interest rates are 0%? Yeah, us too. How should we be investing when our savings are
Read our latest Industry articles
Three Forces Accelerating Sustainable Investing
Since 2018, increasing demand for sustainable investing has seen ESG (Environmental, Social, Governance) funds grow 10-fold. Investors are not only interested in the financial outcome of
S&P 500 vs S&P Global 100: Which Should I Invest In?
There’s no denying that the popularity of index funds is continuing to grow both in New Zealand and overseas as investors shift their strategy from
New Zealand is unique, but not when it comes to active vs passive investing
The shift to index funds by millions of investors around the world has been one of the most significant developments in modern financial history. This
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