Resources

Found 19 results. Displaying page 1 of 1

1. 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/

2. 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/

3. 24 May 2019

   7 mistakes first-time investors make

   Know the common mistakes new investors make so you can avoid them.

   https://fma.cwp.govt.nz/investors/resources/7-mistakes-first-time-investors-make/

4. 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/

5. 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/

6. 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/

7. 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/

8. 24 May 2019

   Confidence comes from sound advice

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

   https://fma.cwp.govt.nz/investors/resources/confidence-comes-from-sound-advice/

9. 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/

10. 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/

11. 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/

12. 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/

13. 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/

14. 24 May 2019

    KiwiSaver advice checklist

    KiwiSaver advice checklist

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

15. 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/

16. 22 January 2019

    3 ways to invest with very little money

    Many people think you need a lot of money to invest. But here are three easy ways to invest even if you only have a small amount of money.

    https://fma.cwp.govt.nz/investors/resources/ways-to-invest-with-very-little-money/

17. 1 November 2018

    How to deal with problems

    A guide to dealing with investment problems: for example if your investment value falls; your provider gets into financial trouble; you think you've been scammed, or you've followed bad advice.

    https://fma.cwp.govt.nz/investors/resources/how-to-deal-with-problems/

18. 23 August 2018

    How to read a company annual report

    Every year any company that has issued shares to retail investors must prepare and publish an annual report. Annual reports help show how a company has been performing. They give you an opportunity to evaluate the company’s leadership team, help you check whether your existing investment is performing to your expectations and enable you to make informed voting decisions at the annual general meeting. Annual reports can also be used when you are considering investing in a company in the first place.

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

19. 21 January 2015

    Credit ratings

    Credit ratings can help an investor to understand how likely that interest will be paid on time. Learn more about investment credit ratings with FMA.

    https://fma.cwp.govt.nz/investors/resources/credit-ratings/