Compound Wealth Blog

Our bank of knowledge

Adam Stewart Adam Stewart

DIY KiwiSaver - build your own KiwiSaver portfolio

At Compound Wealth, we have access to a new, low-cost, open-architecture KiwiSaver Scheme that gives you more control and flexibility on your retirement savings. With this unique offering, you have access to over 400 securities (ETF’s, funds, direct equities & bonds) allowing you to build your own investment portfolio that suits your goals, needs, and appetite for risk.

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Compound Wealth Compound Wealth

KiwiSaver & Retirement Planning Seminar

Imagine a world in which you could start investing in KiwiSaver and grow it over time to cover all your retirement spending needs. It’s possible, but nearly no one will achieve this objective. For many, KiwiSaver will only cover a fraction of their retirement spending needs, and they’ll need to make up the gap another way.

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Adam Stewart Adam Stewart

How to Pick the Right KiwiSaver Fund

Your KiwiSaver may be one of your largest assets. As such, the choice of what provider and what fund you choose is one of the most important decisions you can make to achieve your financial goals.

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Compound Wealth Compound Wealth

What REALLY adds value when you choose a KiwiSaver scheme?

Does changing to a different KiwiSaver manager based on recent past returns really lead to better returns in the future? does switching to a different KiwiSaver manager based on fees lead to better or worse returns in the future? What’s the impact of your allocation to shares, bonds and cash on overall KiwiSaver performance?

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Compound Wealth Compound Wealth

Rethinking Retirement

The concept of retirement has changed considerably in the last 143 years. In New Zealand, public pensions did not exist until 1898. Those aged 65 plus could apply but were subject to a rigorous means test that covered both income and assets.

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Adam Stewart Adam Stewart

Transfer your Australian Super to KiwiSaver

So you’re an Australian moving over to New Zealand and you want to know how to move your super? Or are you a Kiwi that’s previously worked in Australia? You could have unclaimed Australian superannuation!

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Adam Stewart Adam Stewart

Kickstart your KiwiSaver in 2024 📈

We have come up with five tips KiwiSaver members can use to help bolster their savings accounts. Now is as good a time as any to think about how you are invested in KiwiSaver and take positive action on what will be one of your biggest and most important assets in the future. Here are Compound Wealth’s top five tips on how to maximise your KiwiSaver in 2024

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Adam Stewart Adam Stewart

What’s the best performing KiwiSaver Scheme? September 2023 Update

Whats the best performing KiwiSaver Scheme? We assess the latest Morningstar KiwiSaver Survey as at 30 September 2023 and breakdown the top 3 best performing KiwiSaver funds in each multi-sector category. Please note past performance is not an indicator of future performance. For KiwiSaver advice please complete our KiwiSaver discovery quiz at www.compoundwealth.co.nz/kiwisaver

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Adam Stewart Adam Stewart

The genius of regular saving into KiwiSaver

George Soros, billionaire and famous investor once said, “If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring.”

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