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New Year, New Me: Your 2025 financial health check

24/01/2025

As tempting as it is to get stuck into the daily grind in Jan, it’s important to check in every now and again with your long-term finances. And there's no time like the present to get it done!

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Recent updates

kiwisaver

News

Consumer NZ reveals the best and worst KiwiSaver providers

Published 16/04/2024

Consumer NZ’s annual KiwiSaver satisfaction survey has found NZ-owned nonprofit fund manager Simplicity has the most satisfied customers.

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investments

kiwisaver

Market Commentary: What happened in March 2024

Published 10/04/2024

March madness didn't disappoint, with a mix of ups, downs and a technical recession. Check out our March market commentary now.

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charity

$375K towards youth development & community support

Published 08/04/2024

It was a busy first quarter for the Simplicity Foundation, which made ten donations totalling $375,000.

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investments

News

Simplicity announces investment into Tax Traders and Taxi

Published 26/03/2024

Simplicity has taken an 18.8% stake in the parent company of two tax technology companies, Tax Traders Ltd and its startup venture, Taxi Ltd.

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kiwisaver

investments

Latest Morningstar report shows strong Simplicity fund performance

Published 22/03/2024

The Simplicity KiwiSaver Growth Fund has ranked 1st for one-year returns and 3rd for five-year returns in the latest quarterly Morningstar Survey, results that we're happy to share! We cover this and other fund performance in our Morningstar December 2023...

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Bloomberg global share index ESG screening issue

Published 21/03/2024

On 7 March 2024, Simplicity was advised by Bloomberg that as a result of a discrepancy between the Index methodology and their index screening data model, they had failed to exclude two companies from the Index between 28 April 2023...

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property investment

A sense of community at Kupenga

Published 14/03/2024

Grace, a resident of Simplicity Living apartments, shares her thoughts and experiences about her new home and community.

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investments

kiwisaver

Market commentary: What happened in February 2024

Published 12/03/2024

A good month for international shares, not so good for bond markets. Get the latest in financial markets with our February market commentary. We provide the ups and downs of shares, bonds, interest rates, and more.

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kiwisaver

Default KiwiSaver providers and funds: how it all works

Published 04/03/2024

Over 300,000 Kiwis are enrolled in a default KiwiSaver scheme, managed by one of six default KiwiSaver providers. We explain the what, why and how.

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