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News and Insights

Autumn Update Q1 - 2025

Navigating the Economic Waves

Autumn Update Q1 - 2025

Today's Headlines - Tomorrow's Fish and Chip Wrapper

Staying Smart When Markets Get Noisy

Today's Headlines - Tomorrow's Fish and Chip Wrapper

Is Term Deposits your Option?

The Hidden Cost of Playing it Safe with Term Deposits

Is Term Deposits your Option?

Key Market Movements for Q4 -2024

Mixed Global Markets: US Gains, Trade Tensions, and a Stronger USD Drive Returns

Key Market Movements for Q4 -2024

Summer Update
Q4 - 2024

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

Summer Update 
Q4 - 2024

New Zealand Retirement Expenditure Guidelines 2024 (Annual Update 2024)

Essential Insights for Retirement Planning: Expenditures, Savings, and Longevity in New Zealand

 New Zealand Retirement Expenditure Guidelines 2024 (Annual Update 2024)

Capital Market Assumptions vs. Actual Returns

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

Capital Market Assumptions vs. Actual Returns

Unlocking the True Value of Financial Advice in New Zealand

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

Which KiwiSaver scheme has the biggest balance?

Spring Update Q3- 2024

Global rate cuts, resilient markets, and timeless lessons for long-term investors

Spring Update Q3- 2024

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.

All retirees need more than just NZ Super
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