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News and Insights

Winter Update Q2 2025 - Why Staying Invested Still Wins
Despite geopolitical unrest, rising tariffs, and economic uncertainty, global share markets hit record highs in Q2 2025

Autumn Update Q1 - 2025
Navigating the Economic Waves

Today's Headlines - Tomorrow's Fish and Chip Wrapper
Staying Smart When Markets Get Noisy

Is Term Deposits your Option?
The Hidden Cost of Playing it Safe with Term Deposits

Key Market Movements for Q4 -2024
Mixed Global Markets: US Gains, Trade Tensions, and a Stronger USD Drive Returns

Summer Update
Q4 - 2024
The solid share market returns in 2024 imply a general market expectation of better economic times ahead.

New Zealand Retirement Expenditure Guidelines 2024 (Annual Update 2024)
Essential Insights for Retirement Planning: Expenditures, Savings, and Longevity in New Zealand

Capital Market Assumptions vs. Actual Returns
Forecasting Challenges in Capital Markets: A 10-Year Review. Analyzing the Accuracy of CMAs from 2014 to 2023

Advisers add 4.7% in Value
Unlocking the True Value of Financial Advice in New Zealand

Which KiwiSaver scheme has the biggest balance?
The average KiwiSaver balance might be slightly more than $33,000, but that hides significant variation within the scheme - and between providers

Spring Update Q3- 2024
Global rate cuts, resilient markets, and timeless lessons for long-term investors

All retirees need more than just NZ Super
Retirement households continue to spend at levels in excess of NZ Super and will have to supplement their budgets regardless of whether they are seeking a no-frills lifestyle or one where they have more choices.