Articles
Communication is key to a successful relationship. Here are some of the conversations we’ve been having.
Good Returns Fund Manager of the Year awards – 2019
Good Returns Fund Manager of the Year awards - 2019 Congratulations to the following fund managers on InvestNow - all winners at this year's awards: Fund Manager of the Year - Fisher [...]
Hot Property – 33% of InvestNow investors hold property funds
Hot property - 33% of InvestNow investors hold property funds Article by InvestNow It’s no surprise that we’ve seen investors flooding into property funds, given the consistent performance [...]
Heartland finds new home for term deposits on InvestNow
Media Release - Heartland finds new home for term deposits on InvestNow 21st November 2019 Another local bank has joined the growing panel of institutions offering highly-competitive term deposit products direct to consumers on [...]
A Beginners Guide To Responsible Investing – Mint Asset Management
Why Doing The Right Thing Is Good For Your Bank Balance: A Beginners' Guide To Responsible Investing Article by David Boyle, Mint Asset Management If you asked a hundred [...]
Adjusting To Low Interest Rates – The Alternatives
Adjusting to Low Interest Rates - The Alternatives The world is flat - almost completely, if you measure it in money. Here’s the proof. Interest rates on New Zealand [...]
Congratulations to our winners – 2019 Zenith FundSource Awards.
Congratulations to our winners - 2019 Zenith FundSource Awards. Huge congratulations to the winners of the 2019 Zenith FundSource awards! We are really proud to offer award-winning fund managers to InvestNow members. Here are [...]
How Do Income Funds Really Work? – Mint Asset Management
How Do Income Funds Really Work? Article by David Boyle, Mint Asset Management With global bank deposit rates sinking faster than the Titanic, the hunt for returns on savings [...]
Flying through turbulence – Market Volatility
Flying through turbulence - Market volatility On September 19 en route from Atlanta to Fort Lauren, Delta Airlines Flight 2352 dropped, unannounced, out of the sky. According to media [...]
Investing for and with your kids – Starting young with good financial habits
Investing for and with your kids - Starting young with good financial habits Parental money worries are not just confined to the demands of early childhood – prams, [...]
On the way home – How to build a dream house deposit portfolio
On the way home - How to build a dream house property portfolio The Kiwi dream of home-ownership remains a potent force in the national psyche and a [...]
How to get your assets into gear for retirement
How to get your assets into gear for retirement Investing success - It's all about strategy. With an aging population and the arguable sustainability of NZ super, saving for retirement [...]
Spreads – Why they’re fair
Spreads - Why they're fair When shopping around for funds to invest in. You’ll likely get to a point where progressing with a fund choice might come down to [...]
AEOI, CRS and why it’s vital you keep your tax info updated
AEOI, CRS and why it's vital that you keep your tax residency information updated Following increasing global concern about money laundering and international tax evasion, highlighted by leaks such as the Panama Papers, New [...]
Above benchmark: how indexing has grown up
Above the benchmark: How indexing has grown up Vanguard Group founder John C. Bogle in 2014 Passive products are on track to break another benchmark record this year [...]
Smartshares – Access to ETFs for New Zealand investors: When is 0.34% cheaper than 0.04%?
Access to ETFs for New Zealand investors - When is 0.34% cheaper than 0.04%? by Smartshares, April 2019 Passively managed Exchange Traded Funds (ETFs) are becoming more and more popular among Kiwi [...]
Swimming lessons from McDuck: why custody shouldn’t be a mystery
Swimming lessons from McDuck - Why custody shouldn’t be a mystery Scrooge McDuck loved to splash with cash, swimming solo in the deep, impregnable bank vault that [...]
Sober investing tips: how to handle volatility
Sober investing tips - How to handle volatility Sober investing tips: how to handle volatility InvestNow members are generally glass half-full types. Looking back at the last quarter of 2018, over 90 [...]
Going global – Tax tips and traps for local investors
Going global - Tax tips and traps for local investors Kiwis like their offshore travel. According to the latest data from Statistics NZ, almost 264,000 New Zealanders jetted overseas during October 2017 [...]
Battle of the index funds – a comparison by Your Money Blueprint
Here's a really comprehensive piece of analysis conducted by Nick at "Your Money Blueprint" where he compares InvestNow, SuperLife, Sharesies and Smartshares. In particular he looks at the impact of charges and fees on investors, [...]
How to stay on target as market bullets wake the share bears
Almost a year ago to the day InvestNow asked its clients how they would respond if markets fell into bear territory: the answer was a collective ‘meh’. The-then theoretical prospect of a crash didn’t [...]
What’s on the income menu in a yield-hungry world
People invest for all manner of reasons but their goals can be boiled down to just two: income or growth.In practice, of course, most investors will want a mix of both income and growth in [...]
Always blow on the PIE: how to avoid fund tax burn
Before 2007 fund investors in NZ were served up the financial equivalent of meatloaf: returns and tax were baked together into one unappetising lump according to the antiquated legislative recipe of the day. Unsurprisingly, [...]
‘We’re here for a long time, not just the good times’ – Fisher Funds
'We're here for a long time, not just the good times' - Fisher Funds Dal Jandu – Senior Wealth Management Adviser, Fisher Funds We’ve all heard of the saying [...]
Take the hassle out of actively growing your portfolio
Many of our customers enjoy the convenience of establishing a Regular Investment Plan, whereby they set the amount and frequency for regular purchases of funds. You can set up your plan to invest as [...]
Investment vehicle checklist: your ride is here
As InvestNow founder, Anthony Edmonds, explained last month, mapping out your destination by working out your strategic asset allocation (SAA) is the first – and most important – step in planning an investment journey. [...]