News and Insight

We share some of our thoughts and news on what’s happening in the financial world, as well as more detailed information on how you can improve your own financial situation.

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Life insurance in New Zealand can be surprisingly complex and understanding the basics is crucial for a sound risk management strategy. Check out our overview of how it works.
The SEC approved the issue of Bitcoin ETFs (Exchange Traded Funds) this week - a pivotal moment in the mainstream adoption of cryptocurrencies as an investment asset class.
The US stock market defied expectations in 2023 with a 24% increase in value. We look at the top stocks in the S&P500 large-cap index for the year.
Watch our (very!) brief summary of the US stock market performance in 2023 - and the continuing dominance of US tech stocks.
Our mortgage worksheet can help you work out what your mortgage payments might look like under different structures and terms.
How you can make sure your KiwiSaver is humming in 2024 and beyond.