About InvestNow

InvestNow is a specialist investment management company focused on meeting the specific needs and requirements of New Zealand investors and clients. Our objective is to provide our clients with access to world-class investment solutions and opportunities, while ensuring that these are easy to use and understand.

Portfolio Performance

The number one request we receive from customers is with regards to improving the Performance Page, and in particular displaying the performance of individual funds in a portfolio, and not simply the portfolio as a whole.

We’ve heard the message loud and clear and we can tell you that it’s coming, albeit it not until the first quarter of next year.  We have a number of enhancements and developments underway, with this being one of them.

We appreciate your […]

By |2018-08-29T15:51:24+00:00August 29th, 2018|Uncategorised|0 Comments

Always blow on the PIE: how to avoid fund tax burn

Before 2007 fund investors in NZ were served up the financial equivalent of meatloaf: returns and tax were baked together into one unappetising lump according to the antiquated legislative recipe of the day.

Unsurprisingly, in those dark days many retail investors preferred home-made direct portfolios of shares and fixed interest assets over the uniform concoction of meat and sawdust dished up by the tax-challenged managed fund industry.

But in 2007 the Labour government rewrote the fund tax recipe […]

By |2018-08-29T13:47:03+00:00August 29th, 2018|Uncategorised|0 Comments

New Funds!

It’s been a while since we added new funds, but over the next couple of months you will see a string of new funds and new managers available on InvestNow.

Starting in September, we will expand the offering from Fisher Funds:

Fisher Funds Conservative Fund

“The Fisher Funds Conservative Fund is a diversified portfolio that aims to provide moderate protection for your investment, while also providing a modest level of return over the short to medium term. It invests in mainly income assets (target […]

By |2018-08-29T15:50:14+00:00August 29th, 2018|Uncategorised|0 Comments

Deposits & Withdrawals – settlement timeframes

Following on from last month, where we talked about the timeframes associated with buying and selling managed funds, and how they differed by fund and manager, this month we shall cover deposits and withdrawals.

There are a few FAQs that are relevant to Deposits & Withdrawals:

By |2018-08-29T13:37:43+00:00August 29th, 2018|Uncategorised|0 Comments

Yes, we do offer Children’s accounts

If you’d like to set up a Children’s account we are here to help.  Just drop us an e-mail (contact@investnow.co.nz) with the details we need (see the Children’s Account FAQ).

Like all investors, we will use the PIR rate for your child to ensure they are taxed at the correct rate for their PIE investments.  However, where they invest in the Smartshares Exchange Traded Funds, they will be taxed at the maximum 28% PIR by […]

By |2018-08-29T13:36:45+00:00August 29th, 2018|Uncategorised|0 Comments

Investment vehicle checklist: your ride is here

As InvestNow founder, Anthony Edmonds, explained last month, mapping out your destination by working out your strategic asset allocation (SAA) is the first – and most important – step in planning an investment journey.

While an investor’s SAA helps describe the route, end-point and comfort levels of the proposed trip, an investor has to ultimately choose between different investment vehicles to translate their plan into action.

“Many investors are happy enough taking the bus; others might prefer to drive a car themselves,” Edmonds says. “Or for the thrill-seekers there’s always a motorbike.”

For […]

By |2018-08-23T16:09:30+00:00July 27th, 2018|Uncategorised|0 Comments

Putting your lazy cash to work

If some of you were wondering why you’ve been receiving an e-mail suggesting you put your cash to work, here is the explanation.

Many customers ask if the Transaction Account is interest bearing, which it is not (refer to the FAQ here).  However, what the FAQ also covers is our commitment to remind you when you have cash sitting in your Transaction Account that really isn’t working hard for you at all.  We like to call this Lazy Cash.

This month we kicked off our new Lazy Cash alerts service.

If […]

By |2018-08-23T16:10:06+00:00July 27th, 2018|Uncategorised|0 Comments

Trusts and Anti Money Laundering

We’ve been engaging with a few of our family trust customers lately, requesting additional information as we complete our Enhanced Due Diligence (EDD).  We thought this month’s edition of the InvestNow Magazine would be the ideal opportunity to provide you with some context and background.

Specifically, we have been asking for information relating to the “source of wealth” for family trusts.  Typically, for a trust this might include things like financial accounts for a business the trust owns, evidence of sale of a property or a business, payslips, or information […]

By |2018-09-21T18:00:17+00:00July 27th, 2018|Uncategorised|0 Comments