Balance Wealth

17/07/2023

Our Winter 2023 Economic Update is now available here

25/07/2022

BWT Financial Winter 22 Newsletter -

22/04/2022

BWT Financial Autumn 22 Newsletter -

07/02/2022

Addressing Market Volatility -

29/01/2022

If you fancy reading some good news for a change, this is an amazing collection of positive news from around the world last year.

What if bad news wasn’t the only news?

24/01/2022

BWT Financial Summer 22 Newsletter -

Over the past few years, we have broadened our active management efforts to include unlisted investments, helping New Zealanders access investment opportunities outside of public markets. Our multisector funds now include a small allocation to productive NZ land investments (via our Private Land and...

20/12/2021

Merry Christmas from BWT Financial -

17/10/2021

BWT Financial Spring 21 Newsletter -

05/10/2021

Today is World Financial Planning Day! Check out this great list of 20 things that you can do to jump-start your financial future. https://financialadvice.nz/2021/09/20/world-financial-planning-day/

28/07/2021

BWT Financial July Newsletter -