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 »
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 »
A few days before Christmas, my friend got sick, and when her health rapidly declined further, she was admitted to hospital in septic shock. After several tests, she was diagnosed with an aggressive cancer. She was 46, fit, and healthy, and in the space of just two weeks, she passed away. During her brief illness,
Planning for the unexpected Read More »
Here’s why that’s not all bad news By Professor Lynda Gratton, London Business School Lynda Gratton is a professor of management practice at the London Business School, founder of HSM Advisory, and author of Redesigning Work and The Hundred Year Life. She has been writing about the future of work for more than 20 years.
You probably won’t retire when your parents did Read More »
In today’s complex financial landscape, investors seek professional guidance to navigate their financial goals and secure their future. An independent financial adviser is one of the most trusted sources of such advice. What is an independent Financial Adviser? An independent financial adviser is a professional who provides unbiased financial advice to clients. Unlike advisers who
6 Reasons to Use an Independent Financial Adviser Read More »
Investing is a powerful tool that can help you build wealth and secure your financial future. Whether you’re saving for retirement, a child’s education, or a dream vacation, investing your money wisely can make a big difference. Here’s why investing is so valuable and how it can benefit you. 1. Growing Your Money One of
Why should investing matter to you? Read More »
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