Kapiti Financial Advice Limited – KiwiSaver and Investment

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

Are you investing too much in KiwiSaver?

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This week, financial commentator Janine Starks wrote an opinion piece on Stuff suggesting that members are are probably investing too much in their KiwiSaver scheme: Article The question is raised because members’ savings are essentially locked-in until they turn 65 years of age. Special rules ensure KiwiSaver investments are held through to retirement, with some … Read more