Our latest issue of Financial Digest is out now. Click on the link below to read an online copy. This issue discusses the quarter to 30 June 2025 and contains great articles to help keep your investments on track.
Financial Digest Issue 5: Out Now Read More »
In this issue, we review a favourite that we have been listening to for some time. Steven Bartlett’s podcast, The Diary of a CEO, offers bold, insightful perspectives on entrepreneurship, leadership, and innovation—making his podcast and book invaluable resources for forward-thinking investors and is why we feature him in both categories. Podcast Review The Diary
What We Like: July 2025 Read More »
From Omaha Beginnings to Global Icon Warren Buffett’s story is a classic American tale. Born in Omaha, Nebraska, in 1930, he demonstrated a knack for business from a remarkably young age. By age six, he was buying six-packs of Coca-Cola and selling individual bottles for a profit; by his teens, he was running a lucrative
End of an Era: Warren Buffett Retires Read More »
Investing isn’t just about what you grow, it is also about how you grow it. The right investment structure creates a controlled environment that nurtures performance while shielding against unnecessary losses. In New Zealand, one of the most effective structures for achieving tax-efficient investment growth is through a Portfolio Investment Entity (PIE) fund. PIEs function
How PIEs Create Space for Tax-Efficient Growth Read More »
SHORT N SWEET Since mid-June, news around the world has focused on the conflict between Israel and Iran. As with any major geopolitical event, investors face uncertainty about the impact these events might have on global economies and financial markets. Taking a broad perspective, investing for the long run inevitably means weathering political and economic
Geopolitical Jitters Read More »
The Government has announced a series of significant updates to KiwiSaver that will affect how much you save, how much your employer contributes, and how much support you receive from the Government. Here is a summary of the important changes that may affect you. Contribution rates The default contribution rate for both employees and employers
Significant Changes Are Coming to KiwiSaver in 2025 Read More »
Trustees have significant responsibilities and legal obligations when investing trust assets. Under law, there is a strong emphasis on the Prudent Person Standard and Modern Portfolio Theory. Under the Prudent Person Standard, trustees must invest trust funds as a prudent person would. This means exercising skill, care and diligence required in managing the affairs of
Investing as a Trustee Read More »
The quarter kicked off in April, with markets experiencing significant volatility following President Trump’s initial trade tariff announcement, which sharply increased economic uncertainty and led to market declines; however, markets recovered after the policy reversal a week later. In May, equity markets experienced a significant recovery from the volatility. Despite ongoing policy uncertainty, global shares
Economic Commentary: Quarter end 30 June 2025 Read More »
In this issue, we review our new favourites: ‘5 in 5 with ANZ’ the podcast hosted by Bernard Hickey and ‘The New Rules of Investing’ by Mark Haefele. Podcast Review 5 in 5 with ANZ, hosted by Bernard Hickey This daily podcast offers five key insights into the global economy and financial markets and each
What We Like: April 2025 Read More »
Gold has been a topic of interest for centuries and remains a captivating focus for investors and analysts alike. Historical Significance and Modern Relevance Gold has been valued since ancient times as currency and a store of wealth. Today, gold remains a symbol of wealth and stability. Its unique properties, such as its scarcity and
Gold: The Hype Explained Read More »
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