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

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

By |2025-06-27T11:27:07+12:00June 27th, 2025|All, Investing education|2 Comments

Manager’s Perspective – June 2025


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

By |2025-06-26T09:39:12+12:00June 26th, 2025|All, Investing education|0 Comments

Bitcoin ETF PIE Fund – Bitcoin for Boomers!

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 […]

By |2025-05-29T12:59:33+12:00May 29th, 2025|All, Investing education|0 Comments

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

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 […]

By |2025-05-29T11:17:40+12:00May 28th, 2025|All, Investing education|0 Comments

Manager’s Perspective – May 2025


Building Wealth the Buffett Way

Welcome to the May 2025 Manager’s Perspective. Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked Elevation Capital Funds Management Limited, TAHITO and Antipodes some questions to help you better understand their investment styles, strategies, and perspectives on mastering Buffett’s investing wisdom in today’s markets. Read the questions and their responses below.

Chris Swasbrook,
Director
Elevation Capital Funds Management Limited

[…]

By |2025-05-28T13:22:07+12:00May 28th, 2025|All, Investing education|0 Comments

ESG investing: is it really worth it?

ESG investing: is it really worth it?

Article written by Jason Choy, InvestNow Senior Portfolio Manager – 29th April 2025

For many investors, financial returns aren’t everything. Yes, they’re important, but not at any cost.

For example, how would you feel if your portfolio was up 20% this year – but then you learned those gains were tied to companies involved in the manufacture of controversial weapons, or with a history of high fossil fuel emissions? Suddenly, the numbers may not feel so rewarding.

Values-based […]

By |2025-04-30T14:28:10+12:00April 29th, 2025|All, Investing education|0 Comments

Market Volatility: Why Staying Invested is a Wise Strategy

Market Volatility: Why Staying Invested is a Wise Strategy

Article written by Jason Choy, InvestNow Senior Portfolio Manager – 10th April 2025

Recent market turbulence – sparked by geopolitical tensions, shifting trade policies, and economic uncertainty – has left many investors uneasy. While volatility can be unsettling, it’s important to remember that market fluctuations are a normal part of investing. Even well-diversified, long-term portfolios experience short-term swings.

The key to navigating these periods isn’t reaction – it’s discipline. By focusing on time-tested investing principles, you can avoid costly emotional decisions and […]

By |2025-04-10T15:14:23+12:00April 10th, 2025|All, Investing education|0 Comments

Women and Investing


Introducing Donna Mason, Country Head NZ

Late 2022 Apex Group acquired InvestNow, and in this month’s magazine we sat down with Donna Mason, Country Head for Apex Group here in New Zealand, asking for her perspective on women and investing.

Donna brings over 20 years of experience in the financial services sector, specialising in areas such as funds management, investment administration, strategy, governance, and growth.

As part of the Apex Group, InvestNow benefits from a unique blend of global reach and local […]

By |2025-03-31T15:09:43+13:00March 31st, 2025|All, Investing education|0 Comments

Investing Success: Why Men and Women Invest More Alike Than You Think

Investing Success: Why Men and Women Invest More Alike Than You Think

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

When it comes to investing, do men and women really approach it differently?

An InvestNow survey of 700 customers has revealed some key insights in the way men and women invest – and challenges some common stereotypes.

While conventional wisdom often highlights gender differences, our data tells a different story: male and female investors share far more similarities than differences.

That said, a few key distinctions emerged – particularly […]

By |2025-03-31T11:11:25+13:00March 28th, 2025|All, Investing education|0 Comments

Manager’s Perspective – February 2025


Are You on Track for a Great Retirement? What Should You Check?

Welcome to the February 2025 Manager’s Perspective! Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked Nikko AM and Harbour Asset Management some questions to help you better understand their investment styles, strategies, and perspectives on Retirement Readiness. Read the questions and their responses below.

Kady Buchanan,
Senior Relationship Manager
Nikko Asset Management New Zealand Limited

[…]

By |2025-02-25T15:27:11+13:00February 25th, 2025|All, Investing education|0 Comments