Article Archive

Rights issues, share buybacks, and acquisitions – 5 things to know about Corporate Actions

Do you own shares in individual companies? Sometimes events called Corporate Actions pop up that affect your shareholding. These events could be as simple as a payment of a dividend, to something more complex, such as your company acquiring another ...
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| 8 min read

Property vs Shares – The pros and cons of buying residential property

Investing in residential property is a Kiwi favourite - climb the property ladder and own bigger, better, and more properties. Laugh yourself to sleep every night, as your properties go up and up in value, and as you collect more ...
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| 11 min read

Due diligence on shares – How I evaluate companies before investing

When looking at buying a house or car, we conduct due diligence. For a house this might involve researching the local schools, and obtaining a builder's report. And for a car this might involve having a test drive, and getting ...
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| 8 min read

How to invest in Australian shares from New Zealand

As a New Zealander, there's many reasons why you might want to invest in Australian companies. Firstly, a number of NZ companies like Xero list on the Australian sharemarket (the ASX), but not the NZX. Secondly, you're probably already familiar ...
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| 6 min read

What I’ve been investing in – January 2020

What I've been investing in is a monthly series covering what investments I've made during the month, and any investing related news that I've found interesting. Hopefully you've been able to enjoy some nice weather this month! It's summer and ...
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| 3 min read

More funds = less diversification? Are you investing in too many funds?

Are you a fund shopaholic? Thanks to services like InvestNow and Sharesies, it's super easy and affordable for investors to invest in lots and lots of funds. And like with most purchases we make in everyday life, we buy more ...
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| 9 min read

Beyond the top 10 – How to see everything your fund is invested in

A common challenge for investors in both KiwiSaver and non-KiwiSaver funds is being able to find information on a fund's full holdings. People want to see an entire list of the assets a fund holds, so that they know precisely ...
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| 6 min read

2020 Recession? How to prepare your investment portfolio

Most people living in New Zealand are familiar with the risk of natural disasters, like a major earthquake. We prepare for this risk by making plans with family, stocking up on water, canned food, and first aid kits. A recession ...
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| 9 min read

Funds 101 – What’s the difference between an Index Fund, ETF, and more?

Happy 2020! Some of you may have New Year's Resolutions to be better with money, along with goals to invest your money to let it work for you and grow. This could be your year to start investing! The tricky ...
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| 11 min read

What I’ve been investing in – December 2019

What I've been investing in is a monthly series covering what investments I've made during the month, and any investing related news that I've found interesting. As we countdown to the new year (but not the new decade), this edition ...
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| 7 min read

Digital Gold? 5 things to know about Bitcoin

Let me take you back to 2017, when Bitcoin was the hot investment of the year. Everyone wanted a piece of it, as its price went from $1,000 USD to almost $20,000 USD in just a few months. Then the ...
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| 10 min read

Smartshares vs Vanguard vs AMP vs Kernel – International Share Index Fund shootout

Index funds that invest in international shares are a fantastic way to diversify your investment portfolio overseas, particularly as our home NZ market makes up less than 0.5% of the world. International Share Index Funds make investing overseas easy, as ...
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| 11 min read

Clean and Green? 5 things to know about Ethical investing

Cluster bombs, land mines, and controversial weapons. Having your hard earned KiwiSaver money being invested in these industries is probably the last thing you want. This is where ethical investing comes in - to make your money not just work ...
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| 10 min read

What I learnt – Puro (Medical Cannabis) Investor Roadshow

There is always some hot trend going on in the investing world, and medical cannabis is one of them right now. In recent years, we've seen medical cannabis firm Cannasouth list on the NZX, and a few others like Hikurangi ...
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| 6 min read

What I’ve been investing in – November 2019

What I've been investing in is a monthly series covering what investments I've made during the month, and any investing related news that I've found interesting. Things are quietening down in the month of November as we rapidly approach the ...
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| 4 min read

What’s inside your property fund? 5 things to know about REITs

Property is a Kiwi obsession. Yet it is unaffordable for so many of us. Therefore it's not uncommon for us to look at adding Property funds and REITs (Real Estate Investment Trusts) to our investment portfolios for exposure to the ...
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| 9 min read

Peer to Peer Lending review – Squirrel

Squirrel (also known as Squirrel Money) is an Auckland based Peer to Peer (P2P) Lending platform which launched in late 2016. Squirrel was the second P2P Lending platform I joined back in March 2017, and is still going strong as ...
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| 13 min read

What I learnt – ‘Investing for Contractors’ Panel with Darcy Ungaro

I've recently begun listening to investing and finance related podcasts, one of them being NZ Everyday Investor, hosted by Darcy Ungaro. Last week Darcy facilitated a panel event in Wellington to discuss "financial empowerment and investing as a contractor", featuring ...
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| 6 min read
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