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Markets & Economy

Investment Insights April 2025

In this edition, we discuss the impact of the US administration's trade wars on investment markets, particularly the stock market.

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Understanding asset classes

An asset class is a group of investments that share common features, including their potential for returns and their associated level of risk. All asset classes carry some risk.

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What is market volatility?

Market volatility is a term used to describe the ups and downs in the value of investment assets.

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KiwiSaver & Retirement

Budget changes 2025

Read about the upcoming changes to KiwiSaver announced in the Government's Budget on 22 May 2025.

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KiwiSaver First Home Withdrawal

Check out this video to learn more about the KiwiSaver First Home Withdrawal.

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Significant Financial Hardship video

Check out this video to learn more about the KiwiSaver Significant Financial Hardship Withdrawal.

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Investments

2024 Table of Investment Returns

While it’s been a bumpy start to 2025, global markets experienced a heady ride in 2024.

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Understand Market Cycles

This video will give you a basic understanding of how share market cycles work, the types of asset classes there are and how they are affected by market fluctuations.

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Market movements - August 2024

Over the past few trading days, a series of weaker than expected datareadings on the US labor market.

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Lifestyle

Protect Your Online Presence

Cyber Smart Week is a yearly event that highlights the significance ofonline security.

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6 steps to get your money Sorted

Sorting out your finances might seem like an overwhelming task, but youcan make a start with these 6 steps.

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Sorted Money Month 2024

Sorted Money Month is back for 2024! Here are some tips to help you sort your KiwiSaver this Money Month.

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Scheme News

Tax residency for NZ tax purposes

If you live and work in New Zealand, it's important to understand your tax residency status. Your tax residency status determines what taxes you'll pay in New Zealand

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