Insights

Expert Financial Advice

Insights and updates on financial advice, mortgage, insurance, 

and KiwiSaver.
Five Threefold Group team members smiling together at the KAN 2026 Conference Awards gala evening.
18 May 2026

Threefold Awarded Outstanding Advice Business

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 […]

A young girl with pigtails plants a small seedling in a garden bed, while a woman and man dig in the soil nearby, all smiling and enjoying gardening together outdoors—a perfect way to Spring Clean Your Finances and grow new beginnings.
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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