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Scheme news

PIR changes effective 1 April 2025

Effective 1 April 2025 (and as announced in Budget 2024) the income ranges for determining the Prescribed Investor Rate (PIR).

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Prezzy Card Winner February 2025

Are you a winner of a $250 Prezzy Card for February?

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Prezzy Card Winner January 2025

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

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Investment news

2024 Table of Investment Returns

While it’s been a bumpy start to 2025, global markets experienced a heady ride in 2024, shaped by a mix of cautious economic recovery, geopolitical tensions, technological progress.

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Market Volatility: What you need to know

Market volatility has dominated the news cycle in early 2025, and although market fluctuations are a normal part of long-term investing.

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Understanding asset classes

An asset class is a group of investments that share common features, including their potential for returns and their associated level of risk. All asset classes carry some risk.

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Videos

Investment Insights – February 2025

Welcome to the first edition of Investment Insights for 2025! We hope you had a wonderful summer break and took some time to relax and unwind.

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Investment Insights – October 2024

In the third quarter of 2024, there was considerable excitement surrounding interest rate cuts.

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Investment Insights July 2024

Equities had a positive second quarter, with emerging markets outperforming developed markets and growth stocks outperforming value stocks.

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Financial Planning

6 steps to get your money Sorted

Sorting out your finances might seem like an overwhelming task, but you can make a start with these 6 steps.

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Sorted Money Month 2024

Sorted Money Month is back for 2024! From 1 to 31 August, Money Month’s awareness and engagement campaigns are coordinated by Te Ara Ahunga Ora Retirement Commission.

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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.

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