2022 Periodic Table of Investment Return

Life is unpredictable. Investment markets are no different.

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Periodic Table of Investment Returns

The power of patience - Rocky start to year just a blip for longer-term investors.

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Contribution tax (esct) rules

The Government has introduced a new top personal income tax rate of 39% which will apply to personal annual income that exceeds $180,000 from 1 April 2021.

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Who Would Have Guessed?

To the average investor, 2020 was nothing short of confusing. While the global economy was devastated by the pandemic, stock markets capped off stellar decade for investors.

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Budget 2020:Challenges and opportunities

NZ recently announced Budget 2020, including the plan of issuing 60 billion bonds. What are the challenges and opportunities behind these moves.

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Understanding Unit Prices

If you’re keen to better understand the impact of unit pricing on your scheme's balance, watch this short video.

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Understand Market Cycles

Get 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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Why is my cash return so low?

Interest rates in NZ and around the world are exceptionally low, and have just recently gone lower.

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The Madness of March

Alongside being a human tragedy, March 2020 was one of the worst months for asset prices in modern history.

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COVID-19: Going remote

Organizations that have already established remote work protocols and contingency plans are ahead in the game. Here are some key considerations to get moving.

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Investors Benefit from 2019

The investment universe is made up of various asset classes. In order to pursue desired portfolio outcomes over time, the goal is to allocate to a selection of these components

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2019 Year In Review

Despite the bumps felt along the way, the past year proved to be markedly positive for investors.

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Man making coffee.
Staffing comes to smartphones

Recruitment apps can do in moments what might take the average HR department weeks. Here’s how technology is revitalising the search for talent.

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My balance is going down

Should I be concerned? In mid-October, global share markets went through another downturn, before a moderate rebound over the next few days.

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ABC of useful terms

Glossary to help you increase your knowledge of terminology in the financial world. It is filled with the most common terms.

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10 Years After the GFC

With the 10th anniversary of the collapse of Lehman Brothers upon us, it is instructive to look back and ask ourselves what we have learned

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