NZSA Disclaimer Last week’s NZSA panel discussion featuring Dean Anderson (from Kernel Wealth) and Greg Smith (from Generate), facilitated by NZSA CEO Oliver Mander, offered a timely and candid examination of New Zealand’s retirement savings framework. The conversation ranged from policy design and political risk through to investor behaviour and the emerging challenge of decumulation.…
Read more
Annual Meeting Report, April 16th 2026 Click here for NZSA Assessment and Voting Intentions This virtual-only meeting was called in advance of the usual AGM, to approve the participation of Hull interests in the capital raising announced on 30th March. Simon Hull’s family as founders hold 52.41% of shares, and would still hold over 50%…
Read more
NZSA Disclaimer The ASX is often seen as a happy hunting ground for New Zealanders looking to broaden their investments. It offers a plethora of exchange traded funds, but is perhaps better known for the exposure it provides to the mining and banking sector. It’s why most Kiwi investors should be really interested in the…
Read more
Annual Meeting Report, February 25th 2026 Click Here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $105.7m $126.3m $169.9m $213.2m $230m 8% Operating Expenses $93m $118.2m $146.7m $189.7m $202m 7% EBITDA $12.7m $8.1m $23.2m $23.6m $27.8m 18% NPAT $3.2m -$3.3m $10.0m $9.5m $20.9m 119% EPS1 $0.032 -$0.033 $0.098 $0.092…
Read more
Annual Meeting Report, February 18th 2026 Click Here for NZSA Assessment and Voting Intentions Metric 2022 (restated) 2023 (restated) 2024 (restated) 2025 2026 Change Revenue $327.9m $347.3m $472.6m $555.8m $594.3m 7% Insurance Result $22.5m $23.5m -$7.9m $82.8m $105.2m 27% NPAT2 $19.3m $18.8m -$1.2m $74.3m $83.7m 18% EPS1 $0.046 $0.050 -$0.003 $0.196 $0.244 25% PE Ratio…
Read more
NZSA Disclaimer Since KiwiSaver’s launch in 2007, the national conversation has been focused almost entirely on savings accumulation. Join. Contribute. Stay the course. But for a growing number of New Zealanders, that chapter is closing. The question is no longer simply “Are we saving enough?” It is increasingly “How do we spend well?” This is…
Read more
NZSA Disclaimer Branch Event Report, September 11th 2024 On 11 September last year Thom Bentley, the Head of Business Development for NZX’s Smart (Smartshares) Limited spoke to a South Island Branch Section meeting. Thom alerted us to the possibility that anyone with assets of over US$60,000 invested in the US is potentially liable for 40%…
Read more
NZSA Disclaimer This morning, the market woke to news of a $525m capital raise from Contact Energy, as well as the company’s 1H26 financial report. The raise comprises a $450m underwritten institutional placement and a $75m share purchase plan (SPP) targeting retail shareholders. The company has reserved the right to accept oversubscriptions for the SPP.…
Read more
NZSA Disclaimer Branch Event Report, December 11th 2025 On 11 December the Waikato Branch hosted Matt Brown of Craigs Investments. Before coming to New Zealand, he had seven years as an investment manager in London as well as being a freelance financial writer. First to a macro backdrop with an overview of how major markets…
Read more
NZSA Disclaimer KiwiSaver is approaching its 20th birthday. That’s worth celebrating. It’s also been tweaked a lot, with roughly thirty small to meaningful changes so far. Think KiwiSaver 1.0, then 1.1, 1.2, and so on. More one-off tweaks are now being proposed by politicians. But at 20 years old, KiwiSaver doesn’t need another tweak. It needs…
Read more
