Investments

Market update–Quarter ending 31 Dec 2023

Global equity markets[1] rebounded from the previous quarter and returned 9.8% over the December quarter.

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Market Indicators – 31 January 2024

In 2024, the share market had a strong start, with equities (shares) continuing to rise in value. However, fixed income assets (such as bonds) struggled to keep up.

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Market Indicators – 31 December 2023

In 2023, global stocks and bonds had a strong end to the year, with prices rising throughout the final month.

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Scheme news

Changes to International Equities

As Implementation Investment Manager, BT Funds Management (NZ) Limited (BTNZ) is responsible for the management of the investments comprising.

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Member Story - Tom Reeves

Tom Reeves is an associate at Westpac on the Fixed Income Trading Desk.

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Your Helpline - Behind the scenes chat

What inspired you to get into customer service? I have been in client-facing roles for the last decade and always felt like it is a natural fit for me, as I love talking to people.

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Financial planning

Basics of compound interest

Compound interest is an important concept in the financial world. In simple words, it means that you earn interest on your principal amount as well as on the interest earned from the principal amount.

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Pre-retirement tips

What are your retirement goals? The concept of retirement means different things to different people.

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Financial planning tools for 2023

Retirement savings are important for the future as it is always good to have a pool of funds in case of an uncalled-for event like a health condition or expenses related to your house or car.

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Videos

Market volatility-2

This video will give you a basic understanding of how share market cycles work.

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Market volatility-1

This video will give you a basic understanding of how share market cycles work.

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