PIES vs DIRECT INVESTMENTS: WHAT’S BETTER?

PIEs vs Direct Investments: What’s better? Firstly, let’s define the two categories: Understanding PIE Managed Funds A Portfolio Investment Entity (PIE) is an investment structure introduced in New Zealand to encourage collective investment while providing tax efficiencies. PIEs pool money from multiple investors to invest in a diversified portfolio of assets, including cash, shares, bonds,…

Read More

CLOSING A COMPANY IN NEW ZEALAND

Closing a Company in New Zealand Closing a company in New Zealand is a process that involves careful planning, legal compliance, and coordination with government authorities. Whether your decision to close stems from completing the company’s purpose, financial difficulties, or a strategic shift, understanding the necessary steps is crucial. This guide provides a detailed roadmap…

Read More

THE ULTIMATE GUIDE TO BUSINESS STRUCTURES AND RECORD-KEEPING

woman checking bills

Want the ultimate guide to business structures and record-keeping in New Zealand? You’ve come to the right place! Managing a business in New Zealand involves careful planning, choosing the right structure, and maintaining meticulous records. This guide explores the most common business structures in New Zealand and provides practical tips on record-keeping to ensure compliance…

Read More

HOW CAN I BUILD A FINANCIAL SAFETY NET?

How can I build a financial safety net? (Why should you bother?) Let’s be honest—property investing can be thrilling. The deals, the growth, the passive income… it’s all pretty exciting. But if there’s one thing seasoned investors know, it’s that the market doesn’t always play nice. Interest rates spike, tenants move out, repairs pop up…

Read More

WHAT’S MY RISK PROFILE?

What’s my risk profile? Why does it matter? When it comes to investing, determining your risk profile is essential. It guides your investment strategy by helping you align with your financial goals, capacity, and comfort levels. This article will explore what a risk profile is, the factors that shape it, and how you can assess…

Read More

INVESTING IN MANAGED FUNDS

laptop showing stocks, crossed hands

Investing in managed funds is an increasingly popular investment option for New Zealanders looking to grow their wealth. Whether you’re saving for retirement, planning a big purchase, or simply aiming to grow your financial portfolio, managed funds offer a diversified, professionally managed solution. However, as with any investment, it’s essential to understand both the benefits…

Read More

THE NUMBER 1 MOST EFFECTIVE TACTIC FOR SAVING MONEY

The number 1 most effective tactic for saving money. What is it? Hmm. You likely didn’t roll out of bed and start thinking about that today! But, have you ever felt like you *should* be able to save more (especially when you look at how much you earn) but somehow, you don’t? And when you…

Read More

HOW TO BUILD A RENTAL HOLIDAY HOME PORTFOLIO

How to build a rental holiday home portfolio is a question that is on the minds of many. The holiday / vacation rental market offers an enticing opportunity for entrepreneurs aiming to capitalize on the burgeoning travel industry. Launching such a business involves strategic planning, understanding operational nuances, and a commitment to delivering an exceptional…

Read More

INVESTING IN NEW ZEALAND PROPERTY

happy couple with house keys

Investing in New Zealand property: New Zealand has long been a hotspot for property investment, attracting both local and international investors. With its stable political environment, transparent legal system, and strong property rights, the country offers a relatively secure environment for real estate ventures. However, like any investment, property in New Zealand comes with its…

Read More