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 […]

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 […]

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 […]

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 […]

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 […]

Are you prepared for the true cost of retirement in NZ and is your KiwiSaver enough to get you there?

Welcome to the July 2025 Manager’s Perspective. Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked Octagon, Generate, and Pie Funds some questions to help you better understand their investment styles, strategies, and perspectives on Retirement Readiness. Read the questions and their responses below.

Paul Robertshawe
Chief Investment Officer

KiwiSaver Changes 2025: A Strategic Guide to Maximising Your Retirement Savings

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

The government has shuffled the deck with KiwiSaver in its recent budget, making changes that impact many Kiwis.

While the Retirement Commission estimates up to 80% of savers will be better off under these changes, that doesn’t guarantee financial security in retirement.

A recent Massey University study

KiwiSaver Changes: Are We Saving Enough for Tomorrow?

Welcome to the June 2025 Manager’s Perspective. Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked Fisher Funds some questions to help you better understand their investment styles, strategies, and perspectives on the recent KiwiSaver changes announced in the budget. Read the questions and their responses below.

Ashley Gardyne,
Chief Investment Officer
Fisher Funds

Bitcoin ETF PIE Fund – Bitcoin for Boomers!

Article written by InvestNow – 29th May 2025

One of the more specialised funds on InvestNow is the Bitcoin ETF PIE Fund (the Fund), which provides investors with exposure to the performance of bitcoin, within a regulated tax-effective PIE fund.

Today we talked to Anthony Edmonds, who was the original founder of InvestNow and is now heads up Raise Investments Limited, the investment manager of the Bitcoin ETF PIE Fund – which he recently called “Bitcoin for Boomers”.

Here is what he had to […]

How to Invest Like Warren Buffett: 5 Principles for Long-Term Success

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

There are few bigger names in the investing world than Warren Buffett.

Earlier this month, the legendary Berkshire Hathaway CEO announced he was stepping down after 60 years (!!) in the role, at the age of 94.

He has had a remarkable career that’s unlikely to ever be matched. 

It’s a good time to reflect on some of the reasons for […]