Manager’s Perspective – October 2025


Planting the Seed: Long-Term Investing for Children

Welcome to the October 2025 Manager’s Perspective. Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked AMP some questions to help you better understand their investment styles, strategies, and perspectives on giving kids a financial head start. Read the questions and their responses below.

Dipen Acharya
Senior Client Adviser
AMP

Q1: What is the single biggest benefit […]

By |2025-10-28T16:41:05+13:00October 28th, 2025|All, Investing education|0 Comments

Investing for Your Kids, Grandkids – or Favourite Young People

Investing for Your Kids, Grandkids – or Favourite Young People

Article written by Jason Choy, InvestNow Senior Portfolio Manager – 28 October 2025

Thinking about giving the young ones in your life a head start?

Opening an investing account is one of the smartest gifts you can give them.

Instead of toys that get forgotten or cash that gets spent, an investment grows quietly in the background, eventually becoming a significant asset that can really set up their future.

At InvestNow, we manage nearly 3,000 accounts for children aged 18 and under, that […]

By |2025-10-28T13:56:16+13:00October 28th, 2025|All, Investing education|2 Comments

InvestNow Market Wrap-Up September 2025


InvestNow Market Wrap-Up: September 2025

Welcoming Tom Deacon, Assistant Portfolio Manager at Mint, as this month’s guest author of the InvestNow Market Wrap-Up.

Rates Divergence, Parabolic AI, and U.S. Policy

Markets Snapshot

September was a mixed month for global markets. U.S. equities extended their run with the S&P 500 up ~3.6% as investors saw a relatively robust economy supported by dominant AI. Europe gained modestly, while Japan and emerging markets paused after strong prior months. Australia went the other way – the S&P/ASX 200 fell […]

By |2025-10-24T15:35:06+13:00October 15th, 2025|All|0 Comments

How to perform an annual health check on your investments in 2025

How to perform an annual health check on your investments in 2025

Article written by Tom Ayling, InvestNow, Head of Customer Services – December 2025

Tom is the Head of the Customer Services Team for InvestNow, having worked for InvestNow for the past 8 years. He is passionate about providing excellent customer service and helping customers on their investment journey.

2025 has been a rollercoaster year for investors – from plunging on global trade-fuelled volatility before climbing to all-time highs driven by […]

By |2025-11-17T13:06:03+13:00October 13th, 2025|All, Investing education|0 Comments

Manager’s Perspective – September 2025


KiwiSaver Trends | Navigating Growth, Fees and Ethical Priorities

Welcome to the September 2025 Manager’s Perspective. Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked Smart and Milford some questions to help you better understand their investment styles, strategies, and perspectives on current KiwiSaver trends. Read the questions and their responses below.

Catherine Pollock
GM Business Development & Distribution
Smart

SuperLife together with Smart, helping Kiwis grow their […]

By |2025-09-29T10:22:15+13:00September 25th, 2025|All, Investing education|0 Comments

KiwiSaver cuts worry investors, but they’re not leaving

KiwiSaver cuts worry investors, but they’re not leaving

Article written by Joanna Mathers, Editor, Informed Investor – September 2025

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 cents per dollar up to a maximum of $521.43 per annum, was dropped to $260.72, or 25 […]

By |2025-09-25T09:45:49+12:00September 22nd, 2025|All, Investing education|0 Comments

5 Ways to Optimise Your KiwiSaver

5 Ways to Optimise Your KiwiSaver

Article written by Jason Choy, InvestNow, Senior Portfolio Manager – December 2025

One of the great things about KiwiSaver is how it allows Kiwis to invest in their retirement regularly without having to lift a finger.

But that doesn’t mean it’s a set-and-forget investment tool.

Many people miss out on tens of thousands of dollars by neglecting to engage with their KiwiSaver portfolio. Even otherwise savvy investors often fail to really capitalise on what’s on offer.

The good news? Optimising your KiwiSaver is often really simple – […]

By |2025-11-19T17:40:37+13:00September 18th, 2025|All, Investing education|0 Comments

Beyond the Savings Account: The NZ Investor’s Guide to Optimising Cash and Your Emergency Fund

Beyond the Savings Account: The NZ Investor’s Guide to Optimising Cash and Your Emergency Fund

Article written by Jason Choy, InvestNow Senior Portfolio Manager – 26th August 2025

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 our cash in […]

By |2025-08-26T15:01:02+12:00August 26th, 2025|All, Investing education|4 Comments

Manager’s Perspective – August 2025


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 questions and their responses below.

Dave Tyrer
COO
Squirrel

Q1: Sorted’s Money Month […]

By |2025-08-25T15:26:30+12:00August 25th, 2025|All, Investing education|0 Comments

Retirement Readiness Index: Young confidence, investor advantage but poor planning remains

Retirement Readiness Index: Young confidence, investor advantage but poor planning remains

Article written by Mike Heath, InvestNow General Manager – 29th July 2025

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. 

It has again found that many Kiwis are […]

By |2025-08-04T15:12:57+12:00July 29th, 2025|All, Investing education|0 Comments