At the Kiwi Adviser Network (KAN) Industry Awards 2026 held on May 13, Threefold was recognised in *FOUR* different categories – a result we think reflects the caliber of people, advice, and processes across our business. The headline result was our team taking out the Outstanding Advice Business Recognition (5+ Advisers) award. The judges were […]
Here’s a smart way to make your NZ Super work harder If you’re over 65 and still working, you’ve probably started receiving your NZ Super payments. But have you considered what to do with it if you don’t actually need it for day-to-day living? One smart option could be to invest your NZ Super (or […]
If you’ve ever glanced at your KiwiSaver balance and wondered how you’re tracking against other Kiwis, you’re not alone. While personal circumstances vary, there are benchmarks based on national data that can help you gauge where you stand—and decide whether it’s time to step things up. Here’s what recent figures reveal, what they mean for […]
How to Bridge the Retirement Savings Gap For New Zealand’s growing self-employed workforce (which is estimated to be more than 420,000 people, including tradies, contractors, healthcare workers, creative freelancers, consultants, and gig workers), the challenge of saving for retirement looks very different from that of employees. A new report from the Retirement Commission highlights that […]
The Government’s latest Budget introduced some major changes to KiwiSaver aimed at helping New Zealanders grow their retirement savings, while also reducing the fiscal cost of the scheme. With updates to contribution rates, government incentives, and eligibility rules, these adjustments will impact millions of New Zealanders saving for their future. Key Changes to KiwiSaver What […]
When we hear and read about market volatility, it is perfectly normal to feel a little nervous. When we consider why there is so much volatility we only need to look towards the USA and the looming threat of global trade wars. The other main concern is that the USA looks to be heading into […]
The latest Morningstar KiwiSaver Survey for Q4 2024 has confirmed what we expected – 2024 was a stellar year for KiwiSaver investors. KiwiSaver assets increased, ending the quarter at NZD 121.9b, up around $24b for the year. Growth funds delivered an average return of 15% after fees, with aggressive funds performing even better. However, the […]
KiwiSaver has reached a significant milestone, with the Financial Markets Authority (FMA) reporting that the scheme now manages over $111.8 billion in funds as of March 2024. This achievement marks a 19.3% increase from the previous year and reinforces KiwiSaver’s vital role in New Zealand’s retirement savings landscape. With 3.33 million active members, up 2.5% […]
