InvestNow

InvestNow InvestNow is a New Zealand-based online investment platform that provides access to KiwiSaver, Managed Funds and Term Deposit investment options.

Grow and manage your investment portfolio from anywhere, with 24/7 online access - we make investing simple and easy for all Kiwis.

𖤓 Independent recognition for the Foundation Series Funds.  The latest Morningstar, Inc. KiwiSaver Survey has ranked the...
02/09/2026

𖤓 Independent recognition for the Foundation Series Funds.

The latest Morningstar, Inc. KiwiSaver Survey has ranked the Foundation Series Growth Fund 2nd and the Foundation Series Balanced Fund 3rd in their respective categories based on five-year returns to 30 June, 2026.

The rankings provide an independent comparison of how the funds have performed relative to other KiwiSaver funds within their categories.

➥ Explore the Foundation Series Funds:
https://okt.to/XHUmW6

Read the full Morningstar KiwiSaver Survey:
https://okt.to/IukXSd

Past performance and fund rankings are not indicators of future performance. Returns are not guaranteed and investments involves risk. The issuer and manager of the InvestNow KiwiSaver Scheme is FundRock NZ Limited. For the InvestNow KiwiSaver Scheme Product Disclosure Statement click here https://okt.to/VKjPoM

Are you investing in New Zealand more than you realise?  💵 Your income. 🏡 Your home. 🏦 Your KiwiSaver. For many Kiwis, a...
06/08/2026

Are you investing in New Zealand more than you realise?

💵 Your income. 🏡 Your home. 🏦 Your KiwiSaver. For many Kiwis, a large part of their financial life is already tied to the New Zealand economy.

➡️ Explore home bias, why diversification matters for Kiwi investors, and how access to global markets can help build a diversified portfolio: https://okt.to/faBXmn

It doesn’t mean investors should avoid New Zealand. Local markets offer many benefits, including familiarity and connection to local investment opportunities.

But it does raise an important question…

❓Does your portfolio complement your existing exposure, or simply add more of the same?

🔑 Investing in India is one decision. How you access it is another.  ➡️ Discover the different paths to accessing India’...
04/08/2026

🔑 Investing in India is one decision. How you access it is another.

➡️ Discover the different paths to accessing India’s growth story: https://okt.to/J0owy2

As India continues its economic transformation, investors should look beyond simply gaining exposure and consider the type of exposure they are getting.

In the second of a two-part series, Mugunthan Siva, Co-Founder and CIO of India Avenue Investment Management, explores the differences between global, passive, and active approaches - and discusses why access to the breadth of India’s opportunity set may be an important consideration for investors.

More choice, access, and opportunities for New Zealand investors.  We’re pleased to have been recognised with two awards...
23/07/2026

More choice, access, and opportunities for New Zealand investors.

We’re pleased to have been recognised with two awards at the MoneyHub New Zealand Editors’ Choice Awards 2026:
🌟 Favourite Vanguard Access: InvestNow Foundation Series
🌟 Favourite KiwiSaver Innovation: InvestNow KiwiSaver Scheme

From providing access to Vanguard funds through the Foundation Series Funds range (‘Foundation Series’) to offering a broad range of active and passive investment options through the InvestNow KiwiSaver Scheme, we're committed to making investing more accessible for New Zealanders.

Learn more about our solutions recognised by MoneyHub:
🔗 Foundation Series Funds: https://okt.to/dgcNb1
🔗 InvestNow KiwiSaver Scheme: https://okt.to/3xhbFv

*FundRock NZ Limited is the issuer and manager of the Foundation Series Funds and InvestNow KiwiSaver Scheme. Investing involves risk. The value of investments may go up or down, and returns are not guaranteed. Before investing, read the relevant Product Disclosure Statement.

💸 Could the way KiwiSaver is taxed be impacting long-term retirement outcomes?  Jason Choy, Senior Portfolio Manager, co...
22/07/2026

💸 Could the way KiwiSaver is taxed be impacting long-term retirement outcomes?

Jason Choy, Senior Portfolio Manager, compares two hypothetical individuals in this article for Stuff.

Here’s the scenario…

Both have the same salary, contribution rate, and investment returns.

A key difference? One saves under New Zealand's current TTE model, while the other follows an EET approach used in many other developed countries.

The modelling suggests a significant difference in retirement savings, based on the modelling assumptions used.

💡 Read the full analysis - and discover why it has reignited the debate around KiwiSaver taxation: https://okt.to/ZURgGI

*The article discusses hypothetical scenarios and taxation policy settings. It is not financial advice.

🌐 How have global markets remained resilient as investors grappled with uncertainty?  Read our latest Market Wrap-Up by ...
21/07/2026

🌐 How have global markets remained resilient as investors grappled with uncertainty?

Read our latest Market Wrap-Up by Greg Fleming, Head of Diversified Funds at SALT Funds Management:
https://okt.to/KRwSGq

Greg shares insights on why markets have continued to perform despite heightened geopolitical tensions, volatile oil prices, and ongoing concerns around inflation and interest rates.

He also discusses why investors may expect continued volatility as geopolitical developments, monetary policy, and shifting investor sentiment continue to define the global outlook.

*General market commentary only. This is not financial advice. All investments involve risk, including possible loss of capital. Returns are not guaranteed. Always read the relevant Product Disclosure Statement(s) before investing.

🚀 SpaceX is now public. OpenAI and Anthropic could be next.  As some of the world's largest private companies move towar...
30/06/2026

🚀 SpaceX is now public. OpenAI and Anthropic could be next.

As some of the world's largest private companies move towards public markets, investors are asking an important question...

When do these companies become part of my portfolio?

For KiwiSaver investors, this can influence when new companies start appearing in your fund, particularly if you’re invested in index-based options.

🌟 Read our latest article by Jason Choy, Senior Portfolio Manager, to discover why the answer depends on more than the IPO itself: https://okt.to/fLoHuM

Recent changes to index inclusion rules mean some major indexes can now add newly listed companies much sooner than in the past, accelerating exposure for many passive investors.

In this article, we explore what these changes mean for portfolio exposure, why index methodology matters, and the active decisions that sit behind a rules-based investment approach.

*General market commentary only. This is not financial advice. All investments involve risk, including possible loss of capital. Returns are not guaranteed. Always read the relevant Product Disclosure Statement(s) before investing.

🌐 Markets appeared to regain momentum in May, but the backdrop remains anything but straightforward.  Read our latest Ma...
22/06/2026

🌐 Markets appeared to regain momentum in May, but the backdrop remains anything but straightforward.

Read our latest Market Wrap-Up by Del Hart, Chief Investment Officer at Mercer (N.Z.) Limited:
https://okt.to/z0hHd2

Del explores:
💡 What drove the return of risk-on sentiment
💡 How earnings and geopolitics shaped market direction
💡 Why bond, currency, and commodity moves were more mixed beneath the surface
💡 What key risks and themes investors should be watching next

Global equities rebounded, led by strong earnings in AI-driven technology names, while easing geopolitical tensions supported broader risk appetite.

However, uncertainty remains. Trade policy developments, uneven inflation, and shifting central bank expectations continue to shape the global outlook.

*General market commentary only. This is not financial advice. All investments involve risk, including possible loss of capital. Returns are not guaranteed. Always read the relevant Product Disclosure Statement(s) before investing.

💫 How much do you really know about KiwiSaver tax?  Because tax inside KiwiSaver is generally managed within the fund it...
09/06/2026

💫 How much do you really know about KiwiSaver tax?

Because tax inside KiwiSaver is generally managed within the fund itself, it can often feel invisible to members. Over time, it may influence long‑term savings outcomes alongside other factors such as investment markets, fees and individual contribution decisions.

➡️ Read our latest Manager’s Perspective: https://okt.to/zMLJZD

Greg Smith, Investment Specialist at Generate KiwiSaver Scheme, and Lisa Turnbull, CEO of Smart - Smartshares Ltd, share general perspectives on how KiwiSaver is taxed, the most common misconceptions investors have, and how New Zealand’s approach differs from retirement savings systems overseas.

They explore:
💡 Why many members misunderstand how KiwiSaver tax works
🏛️ The role of PIR rates, ESCT, and PIE structures
🌏 How New Zealand’s ‘TTE’ framework differs from systems in countries like the UK, US, and Australia
📈 Discussion on whether changes to KiwiSaver tax settings could affect long‑term retirement outcomes
💰 The balance between simplicity, fairness, and stronger incentives to save

Both Greg and Lisa also share what they would change if given the opportunity to improve KiwiSaver’s long-term outcomes for everyday New Zealanders.

*General information and market commentary only. Not financial advice. Views are those of the speakers and may not reflect future outcomes. KiwiSaver tax and investment outcomes depend on individual circumstances. All investments involve risk, including possible loss of capital. Returns are not guaranteed. Read the relevant Product Disclosure Statement(s) before investing.

💸 Nothing’s certain in life except death and taxes.  However, many people don’t realise that the timing of when tax is a...
02/06/2026

💸 Nothing’s certain in life except death and taxes.

However, many people don’t realise that the timing of when tax is applied can influence investment outcomes over time.

🔗 Explore how KiwiSaver tax works in practice, why timing matters, and how it fits alongside other factors that affect long‑term outcomes, such as markets, fees and contribution behaviour: https://okt.to/a7hVDX

*General information only. KiwiSaver tax and investment outcomes depend on individual circumstances. Returns are not guaranteed. Read the relevant Product Disclosure Statement before investing.

Address

Level 2, 1 Woodward Street
Wellington
6146

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+64800499466

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