Insights

Expert Financial Advice

Insights and updates on financial advice, mortgage, insurance, 

and KiwiSaver.
01 Jan 2025

Kick-Start the New Year with Financial and Lifestyle Habits You’ll Actually Stick To

There’s something magical about the start of a new year. It’s like a giant reset button – a chance to reflect, set new goals, and feel optimistic about the months ahead. But while resolutions often start strong, they can quickly fizzle out if they’re too big or too boring. So, let’s talk about kick-starting 2025 […]

09 Oct 2024

KiwiSaver Surpasses $111 Billion in Funds Under Management

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% […]

15 Sep 2024

Spring Clean Your Finances

As spring approaches, it’s not just your home that might need a refresh—your finances might need one too! Just like tidying up a room, getting your financial house in order can make a big difference in your peace of mind. Here are some simple steps to get started, and we’re here to guide you along […]

A couple joyfully walks on a sunny beach with their golden retriever. The man, in a blue shirt and shorts, plays with the dog, while the woman laughs, wearing a sunhat and white outfit. The ocean waves and bright sky are in the background.
18 Aug 2024

Market Update: New Zealand KiwiSaver Performance

By now your Annual Member Statement for the year ended 31 March 2024 should be available in your KiwiSaver log in. It is worthwhile taking the time to review your contributions, your retirement goal & the performance of your fund. At Threefold, we often recommend KiwiSaver fund managers Generate and Milford, as we believe they […]

25 Jun 2024

FMA Calls on Kiwis To Check Their KiwiSaver Accounts

FMA Calls on Kiwis To Check Their KiwiSaver Accounts In a campaign announced on June 25, the Financial Markets Authority (FMA) and the Retirement Commission called on KiwiSaver members to actively review their annual statements to see if they are on track for their retirement savings goals. With individual KiwiSaver member statements being sent out […]

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