Kapiti Financial Advice Limited – KiwiSaver and Investment

Fine line, but RB appears to be getting on top of inflation

As expected, the RBNZ raised the Official Cash Rate (OCR) by 50 basis points to 3.0% this week. The Bank also raised the future track for the OCR, forecasting a peak of 4.1% by mid 2023, slightly higher than in the previous May Monetary Policy Statement. The Reserve Bank upped their forecasts for non-tradeable inflation … Read more

Inflation may not dissipate as quickly as markets expect

It has been a pretty good period for equities over the last six weeks or so, with the NZX up 9% since the start of July, matching similar stories in Australia and the US. Last week stocks picked-up on headline news that in the United States the consumer price index rose at a slower pace … Read more

Responsible investment growth outpaces wider market

The Responsible Investment Association Australasia released a new benchmark report on responsible investment in New Zealand  this week, which was researched in collaboration with KPMG. The report is intended to provide an overview of the current state of the responsible investment industry in New Zealand. It shows that the market for responsible investments in Aotearoa … Read more

Family Trusts

A number of people have asked me about the merits of Family Trusts, particularly in relation to property. This is a brief overview, designed to provide an introduction to Family Trusts prior to professional advice being sought. It might also prompt some of the questions you may wish to raise when talking to a professional. … Read more

Doing well, as well as doing good

​​Doing well, as well as doing good examines the financial argument for investing in businesses that manage their environmental and social risks. It is no surprise that companies with a strong sustainability ethos do indeed gain advantages from a good reputation, a strong brand, loyal customers and staff motivated by a strong vision. ​The present … Read more