How to Perform an Annual Health Check on Your Investments This Holiday Season

Article written by Tom Ayling, InvestNow’s Head of Customer Services/Investor Services – 18 December 2024

As we come to the end of 2024, with some well-deserved rest and relaxation on the horizon, it’s a great time to review your financial goals for 2025 and beyond – essentially conducting an annual Health Check of your investments.

Here are the three things we suggest you do over the next couple of weeks.

Your Golden Years: How to Plan for a Happy Retirement

Welcome to the December 2024 Manager’s Perspective! Each month, where relevant, InvestNow will ask our investment managers some questions surrounding our theme of the month. This month we asked Mint and Pathfinder some questions to help you better understand their investment styles, strategies, and perspectives on Retirement Readiness. Read the questions and their responses below.

Matthew Hanchet
Head of Retail Distribution
Mint Asset Management Limited

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InvestNow Reaches $2 Billion in Funds Under Management

Article written by Mike Heath, InvestNow General Manager – 13th December 2024

Wow, what a way to end 2024.

We’re thrilled to have capped our biggest growth year since the Covid pandemic by officially topping $2 billion held by our customers.

There are two groups of people I want to thank.

The first is our customers. There are more than 30,000 of you establishing and managing your portfolios in managed funds, term deposits and KiwiSaver.

We started in 2017 with a vision to become NZ’s leading […]

Understanding Risk for Everyday Investors

Welcome to the November 2024 Manager’s Perspective! Each month, where relevant, InvestNow will ask our investment managers some questions surrounding our theme of the month. This month we asked India Avenue and Generate some questions to help you better understand their investment styles, strategies, and perspectives on risk. Read the questions and their responses below.

Mugunthan Siva
Co-Founder / CIO
India Avenue Investment Management (IAIM)

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How the InvestNow investing principles could have helped those caught up in the Du Val Saga

Article written by Jason Choy, InvestNow Senior Portfolio Manager – 21st November 2024

No doubt you will be well across the Du Val saga that has played out in the media over the past months. Many mum and dad investors and would-be first home buyers are essentially back at square one, with only slim hopes of recovering investments of reportedly up to $1 million.

Without laying any blame on investors, there are some […]

Why investing now is the best decision you can make

Welcome to our October 2024 Manager’s Perspective. Each month, InvestNow reaches out to selected investment managers with questions about our monthly theme. This month, we’ve asked Mercer, Milford and Fisher Funds to share their insights on why investing now is the best decision you can make. You’ll find our questions and their expert responses below.

Padraig (Paddy) Brown
Chief Investment Officer New Zealand
Mercer

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Why many Kiwis are not saving enough for retirement (and the few people that are)

Article written by InvestNow – 8th October 2024

At InvestNow, the more data we see about Kiwis approaching retirement, the more we see how many people are financially unprepared for their later years.

Many people don’t know if they are prepared or not, but the minority that are well set up have one key attribute in common.

Superannuation pays a little more than $25,000 per year for an individual, and less per person for couples. There’s a […]

How tax implications influence investment decisions

Welcome to our September 2024 Manager’s Perspective. Each month, InvestNow reaches out to selected investment managers with questions about our monthly theme. This month, we’ve asked Harbour Asset Management and Pie Funds to share their insights on how tax implications influence investment decisions. You’ll find our questions and their expert responses below.

Chris Di Leva
Head of Multi-Asset and Global Investments
Harbour Asset Management

A large portion of investors don’t know what they’re taxed, survey says

Article written by InvestNow – 11th September 2024

We recently surveyed our customers and were surprised to see that 38% of respondents don’t know what taxes apply to their investments.

The survey, which we ran last month, showed a startling lack of awareness or consideration of how tax impacted the performance of their investments.

Only 30% of respondents said they knew the types of taxes that applied to some of their investments but […]