Compound Wealth Blog

Our bank of knowledge

Adam Stewart Adam Stewart

The Pilgrimage to Omaha

Compound Wealth was lucky to have joined the annual pilgrimage to Omaha, Nebraska in the US for the Berkshire Hathaway 2024 Shareholders Meeting earlier this month. We were also lucky to get a private tour of the New York Stock Exchange and watch the closing bell ring in!

Read More
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

Read More
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

Read More
Adam Stewart Adam Stewart

Worst performing KiwiSaver funds (Q1,2023)

We highlight the three worst-performing KiwiSaver funds in each multi-sector category based on their most recent 5-year average performances as at 31 March 2023, after fees but before tax.

Read More
Adam Stewart Adam Stewart

Self-Employed? Why KiwiSaver is worth it

Many self-employed people don’t see the benefit of KiwiSaver so miss out on the rewards.

They know they won’t get the employer contribution, therefore, are hesitant to lock any of their money away until retirement. They also see it as their tax money that pays for the government contributions, so where is the real benefit?

Read More
Adam Stewart Adam Stewart

Compare your KiwiSaver - Q1 2023 Update

Maximise your returns for retirement with Compound Wealth’s list of the best KiwiSaver funds in each category for 2023. We help you decide how to invest.

Read More
Adam Stewart Adam Stewart

Maximise your KiwiSaver in 2023 📈

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 2023.

Read More
Adam Stewart Adam Stewart

Some Holiday Perspective

As the holiday season approaches, it’s a good chance to sit back and reflect on what really matters, away from the day to day activity that accompanies us through the year. Those who have been following markets in 2022 will know that returns so far have not been great with investors remaining worried about high inflation, slowing growth and aggressive rate hikes.

Read More
Adam Stewart Adam Stewart

5 Things You Should Know About A Bear Market

When stock market prices decline and a bear market occurs, it provides investors with the ideal opportunity to buy. This is assuming that the market will recover which is highly possible but it does provide opportunities to purchase some of the best stocks in the market at a good price with the hope that they will deliver excellent returns in the long term.

Read More
Compound Wealth Compound Wealth

Consistent investing is smart investing - Dollar cost averaging

Dollar cost averaging (investing a fixed amount at regular intervals) is perhaps the best way to ensure that you are taking advantage of any dips in the market. For the majority of KiwiSaver investors, you are already employing this strategy unknowingly as you are contributing an amount towards your KiwiSaver every pay. In this post, we explain the real benefits of consistent investing, and how to assure your’e reaping the benefits!

Read More
Compound Wealth Compound Wealth

What percentage of your pay should you contribute towards KiwiSaver?

If you’re employed and sign up to KiwiSaver, you have the choice of contributing a varying percentage of your pay towards KiwiSaver. In this post, we wont tell you that you should definitely shift your contributions to 8% or 10 %, rather we highlight how making an increase, even a small one, can make a difference. As always, if you want to talk about your contributions with a professional, just navigate to our contact page.

Read More
Compound Wealth Compound Wealth

Conservative? Balanced? Growth? What's the difference in KiwiSaver fund types?

KiwiSaver funds are categorised by their nature, the issue is most New Zealander’s don’t know how each category is defined. The KiwiSaver schemes are split into varying types dependent on the percentage of ‘Growth’ assets and ‘Income’ assets they consist of. In this post we give you a run-down of what ‘Growth” & ‘Income’ assets are, what they’re made out of, and their implications on your KiwiSaver balance.

Read More