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What happened to my investment in March?

What happened to my investment in March?

Everything is a bit up and down at the moment, including investment markets and therefore KiwiSaver balances. Of course, the value of your KiwiSaver investments (and your KiwiSaver balance) goes up and down all the time, but the impact of Covid-19 has seen more movement than usual.

What to do when investment markets fall

What to do when investment markets fall

When investment markets start bouncing around, and especially when they fall, investors can often have a sense of unease or even mild panic. When this happens, it is important to maintain some discipline and ensure you stick to your investment plan.

Changes to default KiwiSaver investments

Changes to default KiwiSaver investments

In changes announced recently, savings in KiwiSaver default funds will soon exclude investment in fossil fuels and the default fund allocation will be a ‘balanced’ fund.

Mercer Periodic table of investment returns

Mercer Periodic table of investment returns

Each year, Mercer produces its Periodic Table of investment returns. which tracks 16 major asset classes and ranks how each has performed, on an annual basis, over the last 10 years. A glance at the Table quickly highlights how challenging it is to unearth patterns and predict what the years ahead may hold.

Welcome to Wealthpoint

Welcome to Wealthpoint

From early November you will notice a few small changes to Core Advice. We are now a part of the Wealthpoint network, a group of like-minded financial adviser businesses spread throughout New Zealand.

Get cyber smart

Get cyber smart

Cyber attacks are becoming more frequent, and they can affect anyone. It’s not just large organisations or businesses who are affected.

dealing with existing medical issues

dealing with existing medical issues

Whenever you apply for personal insurance cover, the insurers will ask you a series of questions to assist them to make an underwriting decision. These will cover things about your current and past health, your occupation, pastimes and family medical history.

are you paying the correct tax?

are you paying the correct tax?

No one enjoys paying tax, even worse is paying too much tax! With tax returns currently being done, now is a good time to check you are paying the correct tax rate on your KiwiSaver or other investments.

Doing things differently...

Doing things differently...

The ability to utilise drone technology is allowing Vero clients to get faster assessments following damage to remote properties and speed up the claims process.

KiwiSaver changes

KiwiSaver changes

Your KiwiSaver Scheme is a great way to save for your first home deposit and retirement, and there have been some recent changes to KiwiSaver that could help you lift your savings.

Insurers tackle genetic testing

Insurers tackle genetic testing

Australia’s Financial Services Council is enacting a moratorium on life insurance genetic test results as a binding standard - and its counterpart in New Zealand says it’s an issue that’s on the agenda here too.

Tax freedom day 2019

Tax freedom day 2019

New research from Baker Tilly Staples Rodway indicates Kiwis overall will actually pay a day’s less tax this year, albeit five more days than two years ago.

Directors in the spotlight

Directors in the spotlight

In a well-publicised High Court judgment former directors of Mainzeal Property and Construction Limited (in liquidation) were found liable for breach of their directors’ duties by trading recklessly whilst the company had been insolvent over a period of years.