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Insurance policiesAll of the insurers that we work with and that our clients have insurance in place with (Life, Trauma, Income Protection/Mortgage Repayment and Health/Medical insurance) have confirmed to us that there are NO EXCLUSIONS for existing policies if you become u...
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From 1st July 2019 - people aged over 65 can join KiwiSaver and your money isn't locked in.  This means that you can have access to a range of diversified low fee managed funds with flexibility.  Most KiwiSaver funds can be used to pay regular income streams to you (fortn...
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KiwiSaver is big business for fund managers now.  Launched on 1st July 2007 - KiwiSaver is now 12 years old.  The total amount of money invested in KiwiSaver is $54,661,000,000 and in the quarter ended 31/03/2019 the value of funds invested in KiwiSaver increased by $4,45...
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This website is operated by Moneyworks NZ Ltd and is not endorsed by, or affiliated with, the New Zealand government or Inland Revenue. Moneyworks NZ Ltd is using the KiwiSaver trade mark and logo under licence from Inland Revenue. To view the official New Zealand governmen...
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It has been some time since the last changes to the structure of KiwiSaver, and it is great to see the following proposed changes making their way through the legislative system.  ...
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A unique feature of NZ's Retirement savings scheme KiwiSaver is that KiwiSaver members can withdraw their funds to put towards the purchase of their first home.  If this is your first home, then the process is quite straightforward, with some additional features if you are...
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KiwiSaver is such a part of the fabric of New Zealand society and financial planning now, it seems strange to think that it was only launched 8 years ago.  Launched on 1st July 2007, because there is a three month holding period for funds before they reach the KiwiSaver ma...
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I am sure that you have heard the saying 'there are lies, damn lies and statistics'.  As Wikipedia eloquently says: Lies, damned lies, and statistics" is a phrase describing the persuasive power of numbers, particularly the use of statistics to bolster weak arguments. ...
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Over the last few weeks, we have seen turbulence in investment markets as a result of the Greek impasse, the over-exuberance of the Chinese sharemarket and the fall in the oil price. This turbulence reinforces the importance of financial planning, having your investments in...
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