Communication is key to a successful relationship. Here are some of the conversations we’ve been having.

Sober investing tips: how to handle volatility

February 28th, 2019|

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 [...]

Always blow on the PIE: how to avoid fund tax burn

August 29th, 2018|

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, [...]

Investment vehicle checklist: your ride is here

July 27th, 2018|

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. [...]

The Common Reporting Standard (CRS) explained

June 29th, 2018|

What is CRS? There are numerous acronyms in the investment industry, many of which refer to obligations product and platform providers have to comprehensively identify investors - FATCA, AML, CRS etc.  This month we take [...]

PIEs and PIE tax – your questions answered

April 23rd, 2018|

The disclaimer The following are a few of the more common questions our customers ask us about PIE funds and PIE tax.  This post does not constitute a warranty or advice. You should seek independent [...]

ETFs really do it for some Kiwi investors

December 19th, 2017|

It appears that a great way to get some Kiwi investors to love an investment fund is to make it an “ETF”, which is short for Exchange Traded Fund. Since the launch of the [...]

Sunday Star Times – Braced for a correction

November 28th, 2017|

Thank you if you took part in our recent survey, where we asked customers how they would respond to a material correction in global equities.  It’s really important to us that our investors are [...]

Sunday Star Times – Braced for a correction

November 14th, 2017|

Rob Stock - November 12 2017 You may recall the article in our November magazine, where we surveyed our customers, asking them whether they  would buy, sell or sit still if global share markets fell [...]

What sort of Investor are you?

October 2nd, 2017|

Whilst we are a non-advice service, we will always aim to identify ways we can help you make your investment decisions – through providing tools like the Sorted Investor Calculator. The Sorted tool helps many [...]

The Listener – A DIY guide for would-be investors

September 6th, 2017|

2nd September 2017 We featured in Patrick Smellie's "The Smart Money", in the recent edition of the Listener. Written by Sophie Boot, she focussed on "a new class of online platforms, giving mum-and-dad investors, student [...]

How to be a responsible investor: from ESG to SRI

August 25th, 2017|

Last year the New Zealand funds management industry apparently experienced the financial equivalent of a religious conversion, switching en masse to the ‘socially responsible investment’ (SRI) persuasion. In less than 12 months, according to the [...]