Compound Wealth Blog
Our bank of knowledge
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.
New Zealand Superannuation Rates 2024 and 2025
NZ Superannuation is a crucial aspect of New Zealand’s social welfare system, providing money to seniors to ensure a decent standard of living during their retirement years.
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.
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?
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.
The bucket approach to retirement income for New Zealanders
The bucket investment approach is a strategic method designed to provide a steady income stream while maintaining long-term growth potential through careful asset allocation.
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!
How to Move KiwiSaver Funds to Australian Super
Want to know how to move your Super to KiwiSaver? If you move permanently to Australia, you can transfer your KiwiSaver savings to an Australian superannuation scheme.
How KiwiSaver works and why it’s worth having
How KiwiSaver works and why it’s worth having?
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
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
How to withdraw KiwiSaver in New Zealand
In this article, we explore the various ways you can withdraw your KiwiSaver in New Zealand.
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.
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.”