Investing education

Informed Investor’s latest KiwiSaver survey (powered by InvestNow) reveals government changes to KiwiSaver are likely to alter the level of engagement for some investors, but most are committed to staying the course, as Joanna Mathers outlines. The year’s budget contained a kicker for the 3,334,654 of us who invest in KiwiSaver. The government contribution, 50…

August is Sorted’s Money Month, and the 2025 focus is on financial resilience. It’s a powerful reminder for every Kiwi that a robust emergency fund is your first and most important line of defence against life’s surprises. But here’s the issue: the way we traditionally think about “saving” could be costing us. While stashing all…

How to Invest with Confidence and Build Financial Resilience in Uncertain Times Welcome to the August 2025 Manager’s Perspective. Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked Squirrel and Mercer some questions to help you better understand their investment styles, strategies, and perspectives on Financial Resilience. Read…

The latest InvestNow Retirement Readiness Index (RRI) shows a stubborn lack of financial planning for New Zealanders’ twilight years. The biannual Index, taken from separate surveys of InvestNow customers and a portion of the general public (conducted by TGM Research), shows the proportion of individuals that have a retirement plan that they are confident in. …

Are you prepared for the true cost of retirement in NZ and is your KiwiSaver enough to get you there? Welcome to the July 2025 Manager’s Perspective. Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked Octagon, Generate, and Pie Funds some questions to help you better understand…

The government has shuffled the deck with KiwiSaver in its recent budget, making changes that impact many Kiwis. While the Retirement Commission estimates up to 80% of savers will be better off under these changes, that doesn’t guarantee financial security in retirement. A recent Massey University study found that, even with a mortgage-free home, a…

KiwiSaver Changes: Are We Saving Enough for Tomorrow? Welcome to the June 2025 Manager’s Perspective. Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked Fisher Funds some questions to help you better understand their investment styles, strategies, and perspectives on the recent KiwiSaver changes announced in the budget.…

One of the more specialised funds on InvestNow is the Bitcoin ETF PIE Fund (the Fund), which provides investors with exposure to the performance of bitcoin, within a regulated tax-effective PIE fund. Today we talked to Anthony Edmonds, who was the original founder of InvestNow and is now heads up Raise Investments Limited, the investment…

There are few bigger names in the investing world than Warren Buffett. Earlier this month, the legendary Berkshire Hathaway CEO announced he was stepping down after 60 years (!!) in the role, at the age of 94. He has had a remarkable career that’s unlikely to ever be matched.  It’s a good time to reflect…

Building Wealth the Buffett Way Welcome to the May 2025 Manager’s Perspective. Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked Elevation Capital Funds Management Limited, TAHITO and Antipodes some questions to help you better understand their investment styles, strategies, and perspectives on mastering Buffett’s investing wisdom in…

For many investors, financial returns aren’t everything. Yes, they’re important, but not at any cost. For example, how would you feel if your portfolio was up 20% this year - but then you learned those gains were tied to companies involved in the manufacture of controversial weapons, or with a history of high fossil fuel…

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…