Investing fundamentals
1.30
Your guide to Smart Investor
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Watch an overview of what Smart Investor can do for you.
1.30 min video
Smart Investor FAQs
Here are answers to frequently asked questions about this tool.
3 min read
Making your money work
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Investing is all about buying things that put money back into your pocket.
6 min read
The basics
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There are key fundamentals to rely on as you grow your money and reach your goals.
4 min read
Investing questions
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Here are key questions to consider when deciding where to invest and what to invest in.
5.5 min read
Hits and myths
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There are myths about investing that stop many people from taking part. Mary Holm takes them on in this guide.
40 min read
Investor kickstarter
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What type of investor are you? See what investment mix might suit and what results you could get.
Understanding risk
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Isn't investing risky? Hunting for returns always brings risks with it, but there are strategies for investing safely. Find out more.
6.5 min read
Kinds of investments
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Not all assets are created equal. In fact, many "investments" are not really ones at all.
8 min read
How supervisors look out for you and your money
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Supervisors make sure your fund managers do the right things with your investments.
8:51 min video
Finding investment advice
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If you're looking for expert help from a professional adviser, here's where to start.
4 min read
Getting the most out of a PDS
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Product disclosure statements give you essential information to help you decide whether to invest.
5 min read
Investment scams
Links to www.fma.govt.nz
It can be hard to tell a scam or fraud from a genuine investment opportunity.
3 min read
Dialling up KiwiSaver
4:26
An on-ramp to KiwiSaver
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Just getting started with KiwiSaver investing? Here's an on-ramp to pick up speed.
4:26 min video
KiwiSaver vs other managed funds guide
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KiwiSaver savings calculator
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There's a huge amount we can achieve with KiwiSaver, especially with all those contributions going in. Use this tool to estimate how much yours could be worth.
KiwiSaver fund finder
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What type of fund suits you best? For an idea, try these three questions.
Flipping the thinking on fees
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Do you get what you pay for? You might not. With investing, keeping costs down can mean better results. But not always.
5.5 min read
KiwiSaver fees calculator
Fees add up to thousands! Compare how much you are likely to be charged in KiwiSaver up to age 65.
Explore managed funds
5:31
Introducing managed funds
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Here's a quick overview of funds where your money is pooled and invested by professionals.
5:31 min video
A managed funds guide
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There are benefits and risks of having fund managers invest for you.
FMA managed fund/ETF guide
Links to www.fma.govt.nz
Here's a guide to choosing, buying and monitoring managed funds and ETFs.
10 min read
Managed funds
Definition
A pool of investors’ money invested by one or more fund managers. A KiwiSaver scheme is a type of managed fund.
Here's more on the basics of managed funds.
sorted.org.nz/managed-funds
Understanding managed funds
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These schemes enable you to invest in different types of assets, even if you don’t know much about investing.
The word on bonds
3:24
Introducing bonds
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Learn about the world of bonds and other "debt securities".
3:24 min video
How bonds work
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There are both risks and returns with "fixed interest" investments.
4 min read
More about bonds
Links to www.fma.govt.nz
Bonds generally offer more stable returns and lower risks than investments such as property or shares. But some bonds are riskier than others.
6 min read
Bonds
Definition
A kind of investment that is effectively a loan made to a government or a company which they (as borrower) promise to pay back in full on a specific date, paying regular interest at a fixed or agreed rate until then. For example, a city may sell bonds to raise money to build a bridge.
Bond voyage
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Read about choosing, buying and owning bonds.
33 min read
Alphabet soup: know your credit ratings
Links to www.rbnz.govt.nz
The Reserve Bank maps the three scales used by the rating agencies.
10 min read