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 […]

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

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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 […]

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 […]

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 […]