Compound Wealth Blog
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Transferring Your UK Pension to New Zealand: What you need to know
Transferring your pension can help bring everything under one roof - and with the right guidance, the process is easier than you might think. Here’s our guide to help you understand what’s involved in moving your UK pension to a New Zealand-based scheme.
Health Insurance for Families in the Bay of Plenty: A Local Guide
Raising a family in the Bay of Plenty is all about enjoying the best of life - whether it’s weekends at the Mount, school runs around Tauranga, or family holidays to the Coromandel. But when it comes to your family’s health, peace of mind is everything. That’s where the right health insurance comes in.
Why Bay of Plenty Business Owners Should Consider Key Person Insurance
Running a business in the Bay of Plenty isn’t just about hard work - it’s about people. Whether you’re a small business owner in Tauranga or a tradesperson based in Mount Maunganui, there’s often one or two key people who keep the wheels turning. But what happens if that person can’t work due to serious illness, injury, or worse?
Best Performing KiwiSaver Funds in 2025 - Q1 Update
Maximise your returns for retirement with Compound Wealth’s list of the best KiwiSaver funds in each category for the first quarter of 2025. We help you decide how to invest.
Top 5 Benefits of Moving Your UK Pension to New Zealand
By transferring your UK pension into a New Zealand QROPS, you bring your retirement savings under one roof. This simplifies reporting, allows for clearer investment oversight, and makes it easier to plan your future income with a single point of contact. It also makes dealing with withdrawals, tax, and estate planning more streamlined under NZ regulations.
The Power of Compounding: A Report
This slide deck breaks down one of the most powerful, yet often underestimated, forces in investing: compound interest.
Booster Savvy: A Smarter Way to Spend and Earn
If you’re looking for an alternative to a standard bank account that provides returns on every dollar while keeping your funds accessible, Booster Savvy could be the perfect fit.
KiwiSaver Fund Types: Which One is Right for You?
Picking the right KiwiSaver fund is one of the most important choices you can make for your financial future. Your fund type affects how fast your savings grow - and how much they might fluctuate along the way. In this guide, we compare four fund types: Moderate, Balanced, Growth, and High Growth.
How Much Will I Have in KiwiSaver by Retirement?
How much you’ll have in your KiwiSaver depends on several factors, including your contribution rate, government contributions, and investment returns. Let's break it down so you can get a better idea of what to expect.
What to Do When Your KiwiSaver Drops 10% in Two Days
Last week, global share markets took a hit. The US stock market (S&P 500) dropped more than 10% over two days - one of the worst back-to-back trading sessions in decades. If you’re in a growth or high-growth KiwiSaver fund, chances are you saw a dip in your balance. Market drops like this can feel scary. But they don’t need to derail your long-term plan.
Markets are jittery - but this is nothing new.
You’ve probably seen the headlines lately - markets have had a bumpy few weeks. With renewed trade tariff talk out of the US, tension in Ukraine, and questions around big tech, volatility has spiked and global shares, especially in the US, have pulled back. It’s uncomfortable, yes - but market volatility is completely normal.
Don’t let your KiwiSaver returns be Trumped
Sometimes the noise is just too loud. At the moment, every headline seems to shout about yet another economic crisis. We know the media love a clickbait headline, often focusing on the negative, even when the bigger picture isn’t as bad as it seems. Does all this noise have you worried about your KiwiSaver investments?
Minimum KiwiSaver Contribution to get Government Contribution in 2025
Every year, the government contributes up to $521.43 to eligible KiwiSaver accounts, provided you meet certain contribution requirements. It's a great incentive to keep growing your savings with minimal effort!
Kiwis Are Moving Towards Growth Funds - Should You?
More Kiwis than ever are choosing growth funds for their KiwiSaver investments. In fact, growth funds now hold 46% of all KiwiSaver funds, up from just 26% in 2014. So, what’s driving this shift—and should you consider switching?
Worst Performing KiwiSaver Funds going into 2025
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 December 2024, after fees but before tax.
Open Architecture KiwiSaver
If you’re ready to take a more active role in your KiwiSaver journey, KiwiWrap offers the tools and expertise to help you maximise your retirement savings.
Why Small Caps Play a Big Role in Compound KiwiSaver Portfolios
Small-cap stocks represent smaller companies with market capitalisations typically below $2 billion. These businesses are often in the early stages of growth, offering unique products or services and operating in niche markets. While they may not yet have the scale or recognition of larger firms, small caps have historically demonstrated strong performance over time.
KiwiSaver Explained - Answers to the Most Googled Questions
How to change KiwiSaver providers? How to check KiwiSaver balance? How to change KiwiSaver contributions? How to withdraw KiwiSaver?