If you’ve ever chosen a KiwiSaver fund based on your age or how far off retirement or purchasing your first home you are, you’ve made a sound first decision. Growth funds through your accumulating years, moving toward balanced and conservative as you near key milestones: that guidance holds true and remains the right starting point. […]
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% […]
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 […]
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 […]
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 […]
