News and Insights

Capital Market Assumptions vs. Actual Returns

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

Unlocking the True Value of Financial Advice in New Zealand

Advisers add 4.7% in Value

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

Central Financial Planning Spring Update

CFP Q3 Newsletter

In Q3 2024, markets performed well despite geopolitical issues. Major economies aimed for a 'soft landing' to manage demand and inflation without causing recessions. The US Federal Reserve cut rates by 0.50% on September 18, joining other central banks. This reflects lower inflation risks and higher concerns about economic slowdown and unemployment. Energy prices fell, but copper prices rose.

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.