Thursday, May 01st 2025

Financial Advisers deserve fairness and value for money too.

How does this sound when buying your professional indemnity insurance:
No-strings-attached quotes, no need to sign yourself over to a new broker just so you can get a price, complete clarity and transparency around policy wording and fees, and premiums that will be around 10%-15% lower than the low rates we negotiated last year?

Shaping the future of advice: How NZFSG is empowering advisers in a changing regulatory world

Thursday, April 17th 2025

Shaping the future of advice: How NZFSG is empowering advisers in a changing regulatory world

As New Zealand’s largest network of financial advisers, NZFSG isn’t just keeping up with change — they’re leading it. With ongoing investment in cutting-edge technology and top-tier support, the network is helping advisers stay ahead of compliance requirements and build thriving, future-proof businesses.

Wednesday, March 26th 2025

Out Now: ASSET - Financial Forecasts

You can read the latest issue of ASSET here. In our Financial Forecasts lead Fisher Funds argues the case for active management and explains the benefits of private assets.

Monday, February 10th 2025

Streamline Your Investment Advice with OMNIMax’s New Investment Solution

OMNIMax has launched its latest workflow solution tailored for financial advisers: Investment Adviser Tool. Designed to enhance efficiency and improve client service, the solution incorporates insights from investment advisers to streamline essential processes.

 Xceda adds another string to its bow

Saturday, November 30th 2024

Xceda adds another string to its bow

Reserve Bank licensed deposit taker Xceda is starting to broaden out its loan products offering.

NZFSG’s ‘MyInduction’ Programme: Setting advisers up for success

Tuesday, October 22nd 2024

NZFSG’s ‘MyInduction’ Programme: Setting advisers up for success

NZFSG has recently launched an innovative induction programme designed to help advisers new to the network thrive. The ‘MyInduction’ Programme equips advisers with the skills to navigate compliance and leverage NZFSG’s industry-leading technology, services, and support.

Wednesday, October 09th 2024

New Zealand Equity Monthly September 2024

New climate-related disclosures seen bringing both benefits and challenges

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How Kiwis can invest in the world’s best companies

How Kiwis can invest in the world’s best companies

Friday, September 13th 2024

Stephen Arnold, Founder and Chief Investment Officer at Aoris Investment Management, explains the quality approach that sets its global equity investment strategy apart.

New Zealand Equity Monthly August 2024

New Zealand Equity Monthly August 2024

Wednesday, September 04th 2024

RBNZ’s August rate cut seen as a positive sign for equities.

Smart advisers spice up offerings with SME lending

Smart advisers spice up offerings with SME lending

Monday, September 02nd 2024

Amid a slow housing market, mortgage advisers are diversifying into small business loans, tapping into a $20bn industry and becoming one-stop shops for their clients' financial needs.

A Leap Forward in Helping BNZ’s KiwiSaver Scheme Customers

A Leap Forward in Helping BNZ’s KiwiSaver Scheme Customers

Monday, August 19th 2024

In 2019, BNZ launched BNZ KiwiSaver Scheme Navigator (Navigator), a tool for their bankers to use to help customers see what a difference small tweaks could make to their BNZ KiwiSaver Scheme investment.

Southern Cross Health Insurance – responding to members’ needs with important policy updates

Southern Cross Health Insurance – responding to members’ needs with important policy updates

Thursday, August 15th 2024

Southern Cross Health Insurance (SCHI) has revealed some key policy updates which will be effective from 22 October 2024.

Learnings from Our Clients

Learnings from Our Clients

Friday, August 09th 2024

Compared to OECD standards, financial literacy and uptake of financial advice in New Zealand is low. The challenging economic environment makes understanding clients' wants, needs, and support requirements crucial to providing meaningful advisory services.

KiwiSaver finally gets personal

KiwiSaver finally gets personal

Wednesday, July 24th 2024

Nikko AM’s new multi-manager GoalsGetter scheme answers advisers’ call for tailored, diversified KiwiSaver solutions.

Do you offer KiwiSaver advice?

Do you offer KiwiSaver advice?

Wednesday, June 05th 2024

OMNIMax’s KiwiSaver solution makes it easy to offer KiwiSaver advice.

Stay safe from cyber attacks

Stay safe from cyber attacks

Wednesday, May 22nd 2024

NZFSG emphasises cyber resilience following a recent phishing attack targeting mortgage advisers.

Veteran financial adviser offers new coaching service for financial advisers

Veteran financial adviser offers new coaching service for financial advisers

Wednesday, April 24th 2024

There’s a saying that old dogs never die - they simply fade away. Long-time financial adviser David Pine from Wellington has finally put away his insurance tools but doesn’t intend to fade away just yet.

Kip Hanna – NZHL Group a Year on

Kip Hanna – NZHL Group a Year on

Wednesday, March 20th 2024

A year ago, NZHL finalised the investment in LFG, forming the NZHL Group. The aim was to provide advisers and clients with the best possible options and leverage the collective strength of the group - regardless of whether the adviser is using a full support model or a non-branded adviser-led model.

[OPINION] Four Steps to Preserve your Family’s Wealth and Legacy

[OPINION] Four Steps to Preserve your Family’s Wealth and Legacy

Wednesday, February 21st 2024

The past half-decade has seen more shifting in the landscape for New Zealand trusts than in the several decades before: the Trusts Act 2019 was introduced and took effect in early 2021 after years of consultation and review, reporting and disclosure requirements for Trusts have increased considerably through the IRD; and now the trustee tax rate is to be raised from 33% to 39% on 1 April (excluding charitable trusts) – effectively an 18.2% rate increase. The rationale is to align this rate with the top personal tax rate of 39% for income above $180,000.

 A Growth Mindset – introducing NZHL Group

A Growth Mindset – introducing NZHL Group

Thursday, February 01st 2024

There's a shift in the market - a slow incline with a more positive outlook set for 2024 and many advisers are looking to develop a strategy to maximise the opportunity.

How to Change to a Digital KiwiSaver Advice Process

How to Change to a Digital KiwiSaver Advice Process

Wednesday, January 24th 2024

Digitisation provides many benefits to both financial advisers and their clients. But, once you’ve decided to embrace going digital, how do you know where to start? Which areas of your KiwiSaver advice process should be the first to go digital, and which will bring the most benefits to your business?

SBS FirstHome Combo 4.29
Unity First Home Buyer special 4.69
Co-operative Bank - First Home Special 4.89
ANZ Special 4.99
SBS Bank Special 4.99
ASB Bank 4.99
TSB Special 4.99
Kiwibank Special 4.99
Westpac Special 4.99
Co-operative Bank - Owner Occ 4.99
ICBC 4.99
Nelson Building Society 4.97
Kainga Ora 4.99
SBS Bank Special 4.99
Co-operative Bank - Owner Occ 4.99
Wairarapa Building Society 4.99
Unity 4.99
TSB Special 4.99
ANZ Special 4.99
ASB Bank 4.99
ICBC 4.99
Westpac Special 4.99
Westpac Special 5.39
ICBC 5.49
BNZ - Classic 5.59
Co-operative Bank - Owner Occ 5.69
ASB Bank 5.69
SBS Bank Special 5.69
AIA - Go Home Loans 5.69
BNZ - Std 5.79
Kiwibank Special 5.79
Kainga Ora 5.79
TSB Special 5.89
SBS FirstHome Combo 4.19
AIA - Back My Build 4.44
CFML 321 Loans 5.25
Co-operative Bank - Owner Occ 6.20
Co-operative Bank - Standard 6.20
Heartland Bank - Online 6.25
Kiwibank Special 6.50
Kiwibank - Offset 6.50
ICBC 6.50
Kiwibank 6.50
Unity 6.64