"We feel reassured that Pascoe Barton are managing our funds with utmost scrutiny and care..."

C & D

KiwiSaver

Latest Articles

14 Jun 2017

One of the challenges for KiwiSaver scheme members when they reach the age of sixty five is: should they continue to contribute to the fund, and or stay invested in the fund....

30 May 2017

KiwiSaver Schemes are a long-term investment. A forty-year-old will, with all things being equal, be in a KiwiSaver fund until they turn sixty-five. For most people, their...

27 Feb 2017

This is a commonly asked question of financial advisers especially when KiwiSaver investors are in a group default scheme. It is always a bit difficult to answer at the time,...

Recent Articles

15 Dec 2015

The FMA recently requested submissions on its draft guidance document on fees and returns from managed funds. This is an area that has been somewhat lacking in the past. It has...

24 Nov 2015

The Financial Markets Authority (FMA) regularly produces reports on various aspects relating to the finance markets. Their latest release is “Sales and Advice”...

20 Oct 2015

Increasing numbers of people who are members of KiwiSaver schemes are becoming eligible to access their savings. This is because they have reached the age of sixty five. Some of...

08 Sep 2015

One of the challenges for KiwiSaver scheme members when they reach the age of sixty five is: should they continue to contribute to the fund, and or stay invested in the fund....

04 Aug 2015

We were astounded yesterday when a spokesman for one of the country’s largest investment managers, made the comment on breakfast TV that KiwiSaver was really no riskier...

13 Apr 2015

This is a commonly asked question of financial advisers especially when KiwiSaver investors are in a group default scheme. It is always a bit difficult to answer at the time,...

09 Mar 2015

Imagine you have heard a radio or television advertisement from an insurance company. They say in the advertisement that unlike other insurers they will really find out what...

06 Jan 2015

Over the past year the stand out performance area has been from shares with strong dividend streams. The share prices of listed property companies in general did very well. This...

16 Dec 2014

At this time of year many people look back and think about what has been happening during the year. In the investment world it is also common practice. Economy wise, things have...

11 Nov 2014

One of the major changes over time, particularly over the last few decades has been the freeing up of economies. The Treaty of Rome was the forerunner to the European Union....

08 Sep 2014

New Zealand has had a capital gains tax for many years. Historically its use has largely been confined to property speculators, and smaller builders and their associates who...

01 Sep 2014

Running a company for the benefit of the shareholders rather than the potential customers is invariably a can of worms. Directors of a company have the obligation to meet the...

05 Aug 2014

Most investment commentators when discussing KiwiSaver are concerned about the portion of funds invested in conservative funds. According to the latest Morningstar survey around...

08 Jul 2014

Dollar cost averaging is something that seems to get talked about when investors are looking at making their first foray into higher risk assets such as shares. In our many...

06 May 2014

Last week Labour announced its policies to help the Reserve Bank to control inflation, including a variable savings rate (VSR). This would increase the level of KiwiSaver...

25 Feb 2014

KiwiSaver is for many New Zealanders their primary savings method to help meet their retirement costs. Despite reasonable contributions from both the employer and individual,...

11 Feb 2014

It was interesting to read recent comments from our long term asset allocation consultants Farrelly’s. These confirmed our long held views that many investors and their...

10 Dec 2013

Corporate bonds are issued by companies as a way of raising cash to fund their operations. They are essentially a different way for companies to raise debt away from a bank loan...

26 Nov 2013

Once again the New Zealand stock market has performed pretty well this year. During the year there have been several new issues, most notably the very large IPO’s for...

12 Nov 2013

Recently KiwiSaver providers had to commence providing Quarterly Disclosure Statements for their various KiwiSaver Funds. This includes fee and performance reporting in a...

19 Aug 2013

Not knowing how to go about it is one of the main reasons why people don’t invest, along with a number of misconceptions about investing. Here are some of the most common...

09 Jul 2013

Most investors know that the four major classes of investment assets are cash, fixed interest, property and shares. Typically in a fully diversified investment portfolio cash...

25 Jun 2013

It is not uncommon for New Zealanders to have overseas investments. Commonly these are often held in the form of pensions, especially in the United Kingdom and Australia....

11 Jun 2013

We were rather surprised to read a report from Massey University director of financial planning, Dr Claire Matthews that indicates that many KiwiSaver investors are choosing to...

04 Jun 2013

For most New Zealand investment fund managers, the largest investment that they manage is their range of KiwiSaver products. Some managers have made the conscious decision not...

28 May 2013

All investors like to see the value of their investments increase in value. Unfortunately diversified investment portfolios do not increase in value all the time. Investment...

13 May 2013

Last Friday saw the listing of Mighty River Power (MRP) on both the New Zealand and Australian stock exchanges. In light of the risk factors associated with this stock,...

22 Apr 2013

As investment advisers, we try to understand the different forms of investment risk. One risk that we try and avoid is Geo Political risk. Most developed countries are...

26 Mar 2013

As we are now very close to the end of the tax year, for many investors, it is very timely that they get their financial records up to date. Investment Portfolio Tax can either...

18 Mar 2013

The Financial Markets Authority has just published a pamphlet entitled “KiwiSaver – Are You Getting the Right Advice”. We believe that this is very timely, as...