Insights

Expert Financial Advice

Insights and updates on financial advice, mortgage, insurance, 

and KiwiSaver.
Woman smiling because she has reviewed and updated her KiwiSaver account.
09 Jul 2026

It’s not just what KiwiSaver fund you choose: who’s managing it matters too.

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. […]

A woman with curly light brown hair and blue eyes smiles at the camera. Julie Bernicoff, a travel enthusiast, is wearing a floral top and a thin necklace, set against a plain white background.
27 Dec 2024

Meet Julie Bernicoff: Threefold’s Smooth Operator (and Resident Travel Enthusiast)

If there’s someone who keeps the wheels turning behind the scenes at Threefold, it’s Julie Bernicoff – our brilliant Adviser Support Team Manager and the ultimate Smooth Operator. With a sharp eye for detail, a knack for organisation, and a dash of Julie magic, she ensures our advisers have everything they need to deliver top-notch […]

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Award Winning Advisory Firm

Threefold Group are proud to have been recognised at the Kiwi Adviser Network 2026 Awards, winning: Outstanding Advice Business (5+ Advisers) | Outstanding Insurance Adviser (Metro) | Outstanding Support Person | Runner-Up Oustanding KiwiSaver Adviser (National).

Chat with one of our award winning advisers today!