Kōura Wealth

Kōura Wealth Real talk and tips about KiwiSaver and the financial issues facing kiwis today.

⏰ Final reminder: there's only one week left to qualify for this year's KiwiSaver Government Contribution.To receive the...
16/06/2026

⏰ Final reminder: there's only one week left to qualify for this year's KiwiSaver Government Contribution.

To receive the full Government Contribution of up to $260.72, eligible members need to have contributed at least $1,042.86 to their KiwiSaver account before 30 June.

A common mistake is leaving it too late.

Your contribution must be cleared into your KiwiSaver account before the deadline to count, so many providers recommend making any top-up contributions by 24 June.

It's worth taking a couple of minutes to check your balance now rather than missing out.

💡 Have you already qualified for the full Government Contribution this year?

*This content is for informational purposes. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

The AI boom has created some of the most valuable private companies in the world. As more of these businesses move close...
16/06/2026

The AI boom has created some of the most valuable private companies in the world. As more of these businesses move closer to public markets, investors may finally get the opportunity to buy into the AI story.

But before getting caught up in the hype, it's worth asking a few questions:

🤔 What am I actually paying for?
📈 A proven business, or future potential?
💡 Is the opportunity as good as the story?

AI could create enormous opportunities over the coming years. But as always, understanding what you're investing in matters more than following the crowd.



*This content is for informational purposes and should not be considered financial advice. Before making any financial decisions, consider consulting a financial adviser. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

14/06/2026

When comparing KiwiSaver funds, it's tempting to look at past returns and choose the one at the top of the table.

The problem? Investing doesn't work that way. Markets change. Trends change. What worked yesterday doesn't always work tomorrow.

That's why choosing a KiwiSaver fund should be about more than performance alone.

Think about the things that matter to you:
• The investment approach
• The support and guidance available
• The types of investments included
• Whether the provider aligns with your goals

Past returns are part of the story, but they shouldn't be the whole story.



*The views and opinions expressed in this post are those of Rupert Carlyon. This content is for informational purposes and should not be considered financial advice. Before making any financial decisions, consider consulting a financial adviser. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

We've increased the maximum Bitcoin allocation within Kōura KiwiSaver portfolios from 10% to 20%.When we first introduce...
11/06/2026

We've increased the maximum Bitcoin allocation within Kōura KiwiSaver portfolios from 10% to 20%.

When we first introduced our Bitcoin Fund in 2022, Bitcoin was still considered highly speculative. That's why we placed a conservative cap on exposure to help protect members' KiwiSaver balances.

Since then, the investment landscape has evolved significantly.

Spot Bitcoin ETFs now hold over US$100 billion, institutional participation has increased, and Bitcoin has become more widely understood by investors around the world.

This change isn't about encouraging members to invest more in Bitcoin. It's about providing greater choice for those who want their KiwiSaver portfolio to better reflect how they invest elsewhere.

As always, Bitcoin remains highly volatile and is not suitable for all investors.

*Bitcoin is highly volatile and not suitable for all investors. Before investing, ensure you fully understand the risks associated with Bitcoin at www.kourawealth.co.nz/cryptocurrency and/or consider seeking financial advice. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. The views and opinions expressed in this carousel are those of Rupert Carlyon. This content is for informational purposes and should not be considered financial advice. Before making any financial decisions, consider consulting a financial adviser. A copy of the Product Disclosure Statement is available at www.kourawealth.co.nz/pds.

10/06/2026

The internet is full of people promising investing shortcuts. Courses, stock tips, trading strategies, and systems that claim to beat the market.

The problem? Decades of research suggest consistently outperforming the market is incredibly difficult, even for professional investors.

Before paying for advice or following someone's latest stock pick, it's worth taking a step back and asking a few questions.

What are they selling?
How do they make their money?
And if their strategy is so successful, why are they teaching it rather than using it?

We'd love to hear your thoughts on the rise of financial influencers.



*The views and opinions expressed in this post are those of Rupert Carlyon. This content is for informational purposes and should not be considered financial advice. Before making any financial decisions, consider consulting a financial adviser. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

30 June is one of the most important dates in the KiwiSaver calendar.If you're eligible for the Government contribution,...
09/06/2026

30 June is one of the most important dates in the KiwiSaver calendar.

If you're eligible for the Government contribution, making sure you've contributed enough before the deadline could mean an extra $260.72 going into your KiwiSaver account.

The important thing to remember? Your contribution needs to be processed and in your account before 30 June 2026, which is why many providers recommend making final contributions before 24 June 2026.

A few minutes checking today could make a real difference to your future savings.



*Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

We're proud to share that Kōura has been named MoneyHub's Favourite Growth-Focused KiwiSaver Scheme at the 2026 MoneyHub...
09/06/2026

We're proud to share that Kōura has been named MoneyHub's Favourite Growth-Focused KiwiSaver Scheme at the 2026 MoneyHub Event's Choice Awards 🏆

This recognition means a lot to our team. Since day one, our goal has been to help New Zealanders feel more informed, more confident, and more in control of their KiwiSaver.

Kōura Founder & CEO Rupert Carlyon was joined by Christine and Mike at the awards evening last night to celebrate the recognition.

A big thank you to MoneyHub, and to our members for trusting us with such an important part of their financial future.



*Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

AI isn't just a technology story. Right now, it's one of the biggest forces shaping global markets. But whether AI keeps...
04/06/2026

AI isn't just a technology story. Right now, it's one of the biggest forces shaping global markets. But whether AI keeps driving markets or not isn't really the point. The bigger question is: do you know what you're invested in?

Many KiwiSaver balances rise and fall based on global trends people don't even realise they're exposed to. That's why understanding what's inside your portfolio matters - so you can make informed decisions and feel more confident about where your money is invested.

Taking the time to understand your KiwiSaver plan today could make it a lot easier to stay calm when markets inevitably change tomorrow.



*The views and opinions expressed in this post are those of Rupert Carlyon. This content is for informational purposes and should not be considered financial advice. Before making any financial decisions, consider consulting a financial adviser. Past performance is not a reliable indicator of future performance. Returns are not guaranteed, and investment values may fluctuate over time. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

31/05/2026

Mortgage rates are starting to move higher, and some of the major banks have already increased their rates.

So what does that mean if you've got a mortgage?

In this video, Rupert explains why rising inflation and global events could put further pressure on interest rates, and why it might be worth reviewing your fixing strategy sooner rather than later.

One of the biggest mistakes people make is assuming today's rates will still be available tomorrow.
Have you got a mortgage coming up for refixing in the next 12 months?



*The views and opinions expressed in this video are those of Rupert Carlyon. This content is for informational purposes and should not be considered financial advice. Before making any financial decisions, consider consulting a financial adviser. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

This isn’t about politics: it’s about reality.The pension system is under pressure. And whether it’s means-testing, age ...
29/05/2026

This isn’t about politics: it’s about reality.

The pension system is under pressure. And whether it’s means-testing, age changes,
or something else…Change is coming.

The question is: will you be ready for it?

*This content is for informational purposes. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

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