Resources

Found 24 results. Displaying page 1 of 2

1. 16 March 2020

   5 tips to help you cope when your KiwiSaver balance heads down

   Worried about your KiwiSaver in volatile times? Here are 5 tips to help you navigate the bumpy road ahead.

   https://fma.cwp.govt.nz/investors/resources/5-tips-to-help-you-cope-when-your-kiwisaver-balance-heads-down/

2. 5 February 2020

   Active and Passive Asset Management

   Is your KiwiSaver fund manager passive or active? This resource goes into detail about Active and Passive Asset Management.

   https://fma.cwp.govt.nz/investors/resources/active-and-passive-asset-management/

3. 4 February 2020

   KiwiSaver projections

   How much money might I have at retirement? We help you understand how your KiwiSaver savings projection is calculated.

   https://fma.cwp.govt.nz/investors/resources/kiwisaver-projections/

4. 18 November 2019

   Investors’ guide to auditing

   Investors’ guide to auditing show how good quality audit helps provide better financial reporting information.

   https://fma.cwp.govt.nz/investors/resources/investors-guide-to-auditing/

5. 18 November 2019

   How to read a company annual report

   There are some key things to think about when trying to understand the company’s financial performance using annual reports.

   https://fma.cwp.govt.nz/investors/resources/reading-a-company-annual-report/

6. 13 November 2019

   Guide to diversifying

   Diversification is having a mix of investments that can protect you if a single investment goes wrong. The FMA explores the right ways and wrong ways to diversify.

   https://fma.cwp.govt.nz/investors/resources/guide-to-diversifying/

7. 27 May 2019

   Guide to valuation ratios

   When you are investing in shares, ratios and multiples can be handy as they can help you work out which ones are good value for money. The main ratios and multiples to consider are detailed here.

   https://fma.cwp.govt.nz/investors/resources/guide-to-valuation-ratios/

8. 27 May 2019

   Questions to ask your financial adviser

   A quick checklist of the things you need to ask a financial adviser.

   https://fma.cwp.govt.nz/investors/resources/questions-to-ask-your-financial-adviser/

9. 24 May 2019

   Guide to "low ball" offers

   A ‘low ball’ offer is an unsolicited offer to buy an investment from you at significantly below the market price and/or where payment is spread over a long period of time. Read more.

   https://fma.cwp.govt.nz/investors/resources/low-ball-offers/

10. 24 May 2019

    Guide to switching your KiwiSaver provider

    Guide to switching your KiwiSaver provider

    https://fma.cwp.govt.nz/investors/resources/guide-to-switching-your-kiwisaver-provider/

11. 24 May 2019

    Guide to Product Disclosure Statements

    A Product Disclosure Statement (PDS) provides you with essential information to help you decide whether to invest in a financial product. Read more.

    https://fma.cwp.govt.nz/investors/resources/guide-to-pds/

12. 24 May 2019

    How to be a smart investor

    A smart investor takes the time to understand basic investment principles and gets professional financial advice to develop and keep to a sound investment plan. Find out the do's and don'ts here.

    https://fma.cwp.govt.nz/investors/resources/be-a-smart-investor/

13. 24 May 2019

    How to spot an investment scam

    How to spot an investment scam

    https://fma.cwp.govt.nz/investors/resources/how-to-spot-an-investment-scam/

14. 24 May 2019

    How to work with a financial adviser

    Learn more about what you should know before getting investment advice.

    https://fma.cwp.govt.nz/investors/resources/how-to-work-with-a-financial-adviser/

15. 24 May 2019

    How much of your KiwiSaver return is made up of fees

    Find out how much of your KiwiSaver is made up of fees here.

    https://fma.cwp.govt.nz/investors/resources/how-much-of-your-kiwisaver-return-is-made-up-of-fees/

16. 24 May 2019

    KiwiSaver advice checklist

    KiwiSaver advice checklist

    https://fma.cwp.govt.nz/investors/resources/kiwisaver-advice-checklist/

17. 24 May 2019

    Smart Investor Tool

    Tool to compare KiwiSaver, managed funds, regulated shares and bonds.

    https://fma.cwp.govt.nz/investors/resources/smart-investor-tool/

18. 24 May 2019

    Use an FMA-licensed provider

    Find an FMA-licensed provider .

    https://fma.cwp.govt.nz/investors/resources/use-an-fma-licensed-provider/

19. 24 May 2019

    Understand a company's financial position before you invest

    Commonly used financial terms that will help you understand a company's financial position before you invest.

    https://fma.cwp.govt.nz/investors/resources/understand-the-companys-financial-position-before-you-invest/

20. 24 May 2019

    What to expect from your Financial service provider

    If you deal with a licensed provider, New Zealand laws entitles you to minimum standards of service. We believe you should also expect these minimum standards from the broader financial services industry. Read more.

    https://fma.cwp.govt.nz/investors/resources/expection-from-financial-service-provider/