Scheme news

November 2020 Prezzy card winners

Are you a winner of a $250 Prezzy card for November?

Read more
October 2020 Prezzy card winners

Are you a winner of a $250 Prezzy card for October?

Read article
NZDF Savings Schemes Mobile App

We are very excited to announce that we’ve updated the NZDF Savings Schemes app to allow biometric login and a quick balance view.

Read article

Investment news

Investment performance

See how your funds have performed. The investment returns shown are after fees and tax. This provides you with a figure that more closely reflects the actual returns you receive as an investor.

Read article
Why is my cash return so low?

Interest rates in NZ and around the world are exceptionally low, and have just recently gone lower.

Read article
NZ Budget 2020

NZ Budget 2020: challenges and opportunities

Read article


Investment Insights November 2020

2020 has been an extraordinary year for the global economy, take 5 minutes to learn more about things that could influence the direction of the global economy and your investment returns

Read article
Understanding Unit Prices

Hear from Mercer Investments Chief Investment Officer, Kylie Willment about the benefits and pitfalls to be navigated when surfing the late investment cycle.

Read article
Understanding Market Volatility

This video provides a basic understanding of how share market cycles work, types of asset classes and how they are affected by market fluctuations, as well as common strategies to help manage risk.

Read article

Financial Planning

Five sure-fire ways to get out of debt

Follow these 5 steps, and you will be well on your way to being debt free.

Read article
Ten good reasons to budget

Here are ten reasons that make sticking to a budget worthwhile.

Read article
Financial Independence

The most valuable and enjoyable things in life are your health, time with family and friends, and the amount of time you have to do what you enjoy. Collecting expensive things brings less and less sat

Read article