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Recent market turbulence - sparked by geopolitical tensions, shifting trade policies, and economic uncertainty - has left many investors uneasy. While volatility can be unsettling, it’s important to remember that market fluctuations are a normal part of investing. Even well-diversified, long-term portfolios experience short-term swings. The key to navigating these periods isn’t reaction - it’s…

Introducing Donna Mason, Country Head NZ Late 2022 Apex Group acquired InvestNow, and in this month’s magazine we sat down with Donna Mason, Country Head for Apex Group here in New Zealand, asking for her perspective on women and investing. Donna brings over 20 years of experience in the financial services sector, specialising in areas…

When it comes to investing, do men and women really approach it differently? An InvestNow survey of 700 customers has revealed some key insights in the way men and women invest – and challenges some common stereotypes. While conventional wisdom often highlights gender differences, our data tells a different story: male and female investors share far…

Are You on Track for a Great Retirement? What Should You Check? Welcome to the February 2025 Manager’s Perspective! Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked Nikko AM and Harbour Asset Management some questions to help you better understand their investment styles, strategies, and perspectives on…

InvestNow’s first biannual Retirement Readiness Index has identified a distinct lack of confidence in retirement planning among New Zealanders, raising some concerns over the prevalence and quality of retirement planning. Our goal was to gain insights into individuals' financial preparedness for retirement, encompassing their retirement plans, confidence in their planning, investment strategies and anticipated retirement…

As we come to the end of 2024, with some well-deserved rest and relaxation on the horizon, it’s a great time to review your financial goals for 2025 and beyond – essentially conducting an annual Health Check of your investments. Here are the three things we suggest you do over the next couple of weeks.…

20th December 2024 InvestNow is disappointed with the Financial Markets Authority's (FMA) announcement today. Throughout its operations, InvestNow aspires not only to comply with but to exceed the FMA's expectations. The claim outlined in the FMA announcement relates to events between 2018 and early 2022 that were addressed in a public formal warning released by the FMA in 2022. InvestNow fully…

Your Golden Years: How to Plan for a Happy Retirement Welcome to the December 2024 Manager’s Perspective! Each month, where relevant, InvestNow will ask our investment managers some questions surrounding our theme of the month. This month we asked Mint and Pathfinder some questions to help you better understand their investment styles, strategies, and perspectives…

Wow, what a way to end 2024. We’re thrilled to have capped our biggest growth year since the Covid pandemic by officially topping $2 billion held by our customers. There are two groups of people I want to thank. The first is our customers. There are more than 30,000 of you establishing and managing your…

Understanding Risk for Everyday Investors Welcome to the November 2024 Manager’s Perspective! Each month, where relevant, InvestNow will ask our investment managers some questions surrounding our theme of the month. This month we asked India Avenue and Generate some questions to help you better understand their investment styles, strategies, and perspectives on risk. Read the…

No doubt you will be well across the Du Val saga that has played out in the media over the past months. Many mum and dad investors and would-be first home buyers are essentially back at square one, with only slim hopes of recovering investments of reportedly up to $1 million. Without laying any blame on…

Why investing now is the best decision you can make Welcome to our October 2024 Manager's Perspective. Each month, InvestNow reaches out to selected investment managers with questions about our monthly theme. This month, we've asked Mercer, Milford and Fisher Funds to share their insights on why investing now is the best decision you can…