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Last Article Uploaded: Tuesday, May 6th, 9:47AM

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Covid19

Displays of emotional intelligence from advisers is more likely to earn trust than digital literacy

The COVID-19 pandemic, its associated market volatility and new regulations to combat the fallout have all served as reminders that trust is the foundation of any adviser-client relationship.

Thursday, May 7th, 8:28AM

A recent Harris Poll study conducted on behalf of MDRT among over 2,000 US adults found that 85% of Americans would be more likely to trust recommendations from human financial advisers if they demonstrate emotional intelligence.

In a time of historic turmoil, advisers seeking to reassure, reposition or even retain clients must exhibit genuine empathy and compassion.

Clarity and...MORE»

Understanding rebalancing: A portfolio well invested doesn’t do things in excess

Monday, April 6th, 3:46PM

Consilium Head of Adviser Services Ben Brinkerhoff says rebalancing enforces good investor behaviour in these turbulent times.
 

MORE»

[WATCH] Newpark update

Friday, April 3rd, 4:41PM

Newpark's newly installed chairman, Bernie McCrea, has produced a video outlining the group's future plans and also providing some Covid-19 tips for insurance and mortgage advisers.

MORE»

Iress: Covid-19 pushing advisers into digital working

Sunday, March 29th, 6:19PM

Covid-19 and the resulting lockdown have prompted many advisers to adopt what previously had been seen as best-practice – but optional – ways of working, Iress chief executive Andrew Walsh says.

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KiwiSaver Sponsored by: 

Advisor relationships on Sharesies' radar

Tuesday, May 6th, 6:29AM

Investment platform Sharesies is turning its mind to how it can work more closely with advisors now it has its latest KiwiSaver scheme options up and running. MORE»

Milford's KiwiSaver shines while ANZ enjoys a rare March qtr

Wednesday, April 23rd, 8:39AM

Milford Asset Management’s KiwiSaver funds enjoyed a better performance than all other KiwiSaver funds in the March quarter but returns were generally poor, the latest Melville Jessup Weaver survey shows. MORE»

Volatility and Illiquidity to become KiwiSaver norm

Thursday, April 10th, 6:08AM

Advisers will need to do plenty of client hand-holding as balances increasingly battle volatility and managers delve into more illiquid assets, according to research house Morningstar. MORE»

KiwiSaver or KiwiTaxer? The changes high on adviser wishlists

Thursday, March 27th, 10:05AM

There remains no real incentive for clients to direct extra contributions into KiwiSaver, so long as New Zealand is still a global outlier in its choice of tax structure around retirement savings, according to one financial advisory firm leader. MORE»

No lid on KiwiSaver fees as balances grow

Wednesday, March 5th, 6:00AM  1 comment

As KiwiSaver balances continue to swell the scheme is becoming a cash cow for investment managers, prompting one industry observer to question why there is not more downward pressure on fees. MORE»

Lock-up vs liquid: why a KiwiSaver cornerstone could change

Wednesday, February 19th, 8:08AM  3 comments

With confidence in KiwiSaver underpinned by members’ ability to switch funds types and providers at a drop of hat, just how that will marry with long-term investment in potentially illiquid private assets remains in question. MORE»

KiwiSaver market share leader ANZ at bottom of performance table

Thursday, February 6th, 9:08AM

The latest Morningstar KiwiSaver report shows the largest provider, ANZ with $22 billion under management, continues to be outperformed by most other providers in the core diversified fund categories. MORE»

KiwiSaver members open to sacrificing more for future gain

Friday, January 31st, 8:55AM

There appears to be an appetite among KiwiSaver members to take home less pay now in order to boost their retirement savings, according to a survey by investment platform Sharesies MORE»

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Lender Flt 1yr 2yr 3yr
AIA - Back My Build 4.44 - - -
AIA - Go Home Loans 6.74 4.99 4.99 5.35
ANZ 6.69 5.59 5.59 5.89
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 4.99 4.99 5.29
ASB Bank 6.64 4.99 4.99 5.35
ASB Better Homes Top Up - - - 1.00
Avanti Finance 7.15 - - -
Basecorp Finance 7.50 - - -
BNZ - Classic - 5.99 5.69 5.69
Lender Flt 1yr 2yr 3yr
BNZ - Mortgage One 6.79 - - -
BNZ - Rapid Repay 6.79 - - -
BNZ - Std 6.69 5.55 5.29 5.59
BNZ - TotalMoney 6.79 - - -
CFML 321 Loans 5.25 - - -
CFML Home Loans 6.95 - - -
CFML Prime Loans 7.45 - - -
CFML Standard Loans 8.25 - - -
China Construction Bank - 7.09 6.75 6.49
China Construction Bank Special - - - -
Co-operative Bank - First Home Special - 4.89 - -
Lender Flt 1yr 2yr 3yr
Co-operative Bank - Owner Occ 6.20 4.99 4.99 5.39
Co-operative Bank - Standard 6.20 5.49 5.49 5.89
Credit Union Auckland 7.70 - - -
First Credit Union Special - 5.49 5.39 -
First Credit Union Standard 6.94 5.99 5.69 -
Heartland Bank - Online 6.25 5.89 - -
Heartland Bank - Reverse Mortgage - - - -
Heretaunga Building Society 7.65 ▼5.95 5.80 -
ICBC ▼6.50 4.99 4.99 5.39
Kainga Ora ▼6.64 ▼4.99 4.99 5.35
Kainga Ora - First Home Buyer Special - - - -
Lender Flt 1yr 2yr 3yr
Kiwibank 6.50 5.89 5.89 ▼6.15
Kiwibank - Offset 6.50 - - -
Kiwibank Special 6.50 4.99 4.99 ▼5.35
Liberty 6.90 6.80 6.50 6.45
Nelson Building Society 7.19 5.24 4.97 -
Pepper Money Advantage 10.49 - - -
Pepper Money Easy 8.69 - - -
Pepper Money Essential 8.29 - - -
SBS Bank 6.74 ▼5.59 ▼5.59 5.95
SBS Bank Special - ▼4.99 ▼4.99 5.35
SBS Construction lending for FHB - - - -
Lender Flt 1yr 2yr 3yr
SBS FirstHome Combo 4.19 ▼4.29 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 8.89 - - -
TSB Bank 7.44 5.79 5.79 6.19
TSB Special 6.64 4.99 4.99 5.39
Unity 6.64 5.29 4.99 -
Unity First Home Buyer special - 4.69 - -
Wairarapa Building Society 6.95 5.29 4.99 -
Westpac 6.74 5.59 5.59 5.79
Westpac Choices Everyday 6.84 - - -
Westpac Offset 6.74 - - -
Lender Flt 1yr 2yr 3yr
Westpac Special - 4.99 4.99 5.19
Median 6.79 5.29 5.14 5.39

Last updated: 6 May 2025 9:04am

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