Yovich & Co Wealth Management

07/09/2026

Weekly Market Update - 7 September 2026 -

The NZX 50 rose 1.47% over the week to close at 13,974.18. The key local event was the RBNZ’s unanimous decision to lift the Official Cash...

03/09/2026

A family trust can hold good investments and still lack a clear strategy.

This family had accumulated significant assets, but there was no coordinated framework connecting liquidity, investment risk, future distributions and succession planning.

See how we helped create greater clarity and structure.

Read the full case study here:
https://www.yovich.co.nz/articles/Case-Study-Creating-Clarity-Across-a-Family-Trust

31/08/2026

Weekly Market Update - 31 August 2026 -

The NZX 50 fell 1.49% over the week to close at 13,768.18.

27/08/2026

For nearly 60 years, Yovich & Co has been part of the Northland community, helping people plan for their future, invest with confidence and enjoy the security and freedom their wealth can provide.

Based in Whangārei, we’re proud to offer a local, personal approach to wealth management and build long-term relationships with the people we work with.

Find out more about the team at Yovich & Co: https://www.yovich.co.nz/our-team

24/08/2026

Weekly Market Update - 24 August 2026 -

Survey Results - Thank you to everyone who took the time to complete our recent client survey. We really appreciate you sharing your thoughts with...

21/08/2026

For Money Month, we’re asking a simple question: could one small step make you feel more financially prepared?

Being prepared does not mean having everything sorted or a perfect emergency fund in place. Sometimes it starts with knowing what you want to be better prepared for and understanding the options available to you.

In our Money Month article, When an Emergency Fund Feels Out of Reach, we look at financial resilience from a realistic starting point, wherever you are today.

Read the article here: https://www.yovich.co.nz/articles/When-an-Emergency-Fund-Feels-Out-of-Reach

18/08/2026

Partnership in motion. 🚐

A special acknowledgement to Jarrod and Angela Goodall of Yovich & Co Wealth Management, and CDL Group Ltd, whose tireless contribution continues to help move our mission forward.

This is what ReSport is built on — Northlanders backing Northlanders, combining resources, skills, and generosity to keep our communities moving and participating in sport.

By Northland. For Northland.

A special thank you to Denise Piper, Senior Journalist and The Northern Advocate for capturing and sharing our story, and for your continued support in helping shine a light on ReSport’s kaupapa across Te Tai Tokerau.

Click the link to read the full story and see what partnership in action looks like. 👇👇👇

18/08/2026

Our community is really important to us, so we are always happy to get behind great local initiatives like ReSport Charitable Trust.

They are doing awesome work helping more kids across Northland get involved in sport, and we are pleased to play a small part in supporting what they do. 🚐🏏🎾⚽

Partnership in motion. 🚐

A special acknowledgement to Jarrod and Angela Goodall of Yovich & Co Wealth Management, and CDL Group Ltd, whose tireless contribution continues to help move our mission forward.

This is what ReSport is built on — Northlanders backing Northlanders, combining resources, skills, and generosity to keep our communities moving and participating in sport.

By Northland. For Northland.

A special thank you to Denise Piper, Senior Journalist and The Northern Advocate for capturing and sharing our story, and for your continued support in helping shine a light on ReSport’s kaupapa across Te Tai Tokerau.

Click the link to read the full story and see what partnership in action looks like. 👇👇👇

17/08/2026

Weekly Market Update - 17 August 2026 -

The NZX 50 rose 0.22% over the week to close at 13,854.38, helped by a positive Friday session.

10/08/2026

Weekly Market Update - 10 August 2026 -

New Zealand’s NZX 50 rose 0.90% over the week to close at 13,824.13. The key local economic release was labour market data, with Stats NZ...