News & Views

Maximising your eligibility for KiwiSaver Member Tax Credits (MTC) One of the best ways to make the most of your KiwiSaver investment is to take advantage of the Government’s annual

Heartland HOME EQUITY LOANS, also known as REVERSE ANNUITY MORTGAGES. Big rates increases, medical expenses, other unexpected costs – they can put a real strain on your retirement income. Home

After receiving more than 2,000 complaints since July 2014, the Financial Markets Authority (FMA) is warning investors to step inside the regulatory tent for their own protection. Financial products and

This information has been provided by the market regulator, the Financial Markets Authority For advice about your personal situation, we recommend you speak to an AUTHORISED FINANCIAL ADVISER. Managed funds enable

This information has been provided by the market regulator, the Financial Markets Authority For advice about your personal situation, we recommend you speak to an AUTHORISED FINANCIAL ADVISER. Cash investments are

This information has been provided by the market regulator, the Financial Markets Authority For advice about your personal situation, we recommend you speak to an AUTHORISED FINANCIAL ADVISER. Bonds generally offer

ISN PERSPECTIVES – This is an article we’ve read that has caught our attention. How pro golf explains the stock market panic The views and recommendations expressed in the attached

We promised to report back to you following our recent attendance at the bi-annual Adviser Investment Day in Auckland.  Our investment manager NZ Funds Management Ltd hosts these events for

Your KiwiSaver contributions are deducted from your after tax pay and retained by your employer who is then obliged to send them to IRD on 20th of each month when

NZ Herald 20 February 2016 – well worth reading click here:  Mary Holm – Low rates no reason to buy property.pdf Please feel free to email us with your comments or thoughts

NZ Funds CIO Report explains why markets are falling and gives clients 5 reasons why they should not panic. A very valuable read indeed, click here:  NZ Fund CIO Report

ISN PERSPECTIVES – This is an article we’ve read that has caught our attention. http://www.newyorker.com/magazine/2016/02/08/tanking The views and recommendations expressed in the attached article and associated items are those of

MPS – Global Income, Core Inflation, Dividend & Growth Portfolios plus NZ Funds KiwiSaver Scheme Growth Strategy   Global Income Portfolio The Portfolio returned -0.37% in December 2015, taking annual performance to

Getting on top of it.  If it transpired that your level of debt wouldn’t be paid off until after you retired then we’d have to do something. Sorting the finances

The next 6 monthly Adviser Investment Day is in Auckland on 23 February.  Following this event we will be communicating with you again to share knowledge gained regarding the strategies

At every review we will revisit your Risk Profile, and together with your age and any spending needs you advise us of, we apply that Risk Profile to our investment

FMA-CFFC-Over-50s-Information-graphic.1[1] 150812-FMA-and-CFFC-survey-into-older-NZers-planning-and-expectations-for-and-experiences-of-retirement.1[1] New survey asks how well New Zealand’s older population is planning for retirement A new study shows that almost half of people over 50 years old have yet