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New year, new KiwiSaver investment fund?
Whether retirement is 5 years away or 25 years away, your choice of KiwiSaver investment fund will play a big part in helping you realise your KiwiSaver dream. “We all have different goals and different circumstances so the fund that’s right for your friend or colleague may not be the right one for you,” says Camilla Tumai, AdviceFirst...
Riding the Investments Wave
You may have read in the media or seen in your own portfolio that financial markets have had a bit of a rocky start in 2022. It can be concerning to see the value of your investments, like KiwiSaver, go down but it’s important to remember that changes in the value of your investments are simply a normal part of investing. So, what’s...
Get your KiwiSaver account on-track for first home success
If you are looking to buy your first home, you are probably aware that you can use your KiwiSaver funds towards the deposit. AdviceFirst adviser Casey Woolridge shares three simple things you can do to help give your KiwiSaver money a boost and reach your first home goals faster. 1 - Check you are in the right fund “KiwiSaver members can...
What’s driving sustainable investment returns?
Sustainable investing involves thinking about both the financial returns AND the social and environmental impact of investment decisions. While there are subtle differences between each provider, the overall aim of sustainable investment funds is to deliver competitive returns, better value for money and contribute positively to important issues...
Why is My Insurance More Expensive Than My Friends?
Even if your friend is close to you in age and physical circumstances, your insurance premiums might be very different. AdviceFirst adviser, George Allbury explains how premiums are calculated and what factors can cause your insurance premiums to be more expensive than your friends. Premiums are how an insurance company finances your coverage,...
Five things to do as you build your investment portfolio
Investment can seem like a scary proposition, but it can be quite simple once you know the basics. In fact, if you have a KiwiSaver account then you’re already an investor. So, what can you do next to build that investment portfolio? AdviceFirst adviser Wendy Chen shares five points to consider. Have goals in mind “The first step for successful...