Get ahead with your retirement savings

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Investment Ideas and Articles

Generation Wealth Management publishes a regular newsletter and articles we believe are of interest to our clients. Please click on the links below


CLIENT NEWSLETTER - THE GENERATOR Q3_2019

Generation Wealth Management Newsletter

  • Cash is Trash! - interest rates fall again

  • Are you in the right KiwiSaver fund?

  • Your insurance policies aren’t set and forget

  • Does it take money to make money?

  • Should you time the market?

  • New Trusts legislation coming in 2021


CLIENT NEWSLETTER - THE GENERATOR Q2_2019

  • Trusts - who owns the assets?

  • Rates rebate time

  • Give your finances a winter makeover

  • How long will you live?

  • Is the Kiwi Dream changing?

  • Financial Superpowers


CLIENT NEWSLETTER - THE GENERATOR Q1_2019

  • What’s driving interest rates lower

  • Maximising KiwiSaver benefits

  • Is rental property investment still worth it?

  • The top 7 financial rip-offs

  • The best financial advice

  • Your household CFO


Key Financial Data for 2019

All data and information is current as at 5 December 2018


Client Newsletter - The Generator Q4/18

  • Christmas - a time of joy?

  • A roller coaster ride for markets

  • My kids will be OFF “the payroll”

  • Things you see during every market correction


Client Newsletter - The Generator Q3/18

  • Five financial mistakes to avoid in your 40’s, 50’s and 60’s

  • Why do I have to keep PROVING who I am?

  • How to get the most from your car insurance

  • Snake oil salesmen and Scam Artists