News & Insights
Change is constant, and it informs our approach. Our focus on financial developments lets us form a longer range vision and make better decisions for your success.
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Report launch: Bringing the $25.8 billion for-purpose sector into view
JBWere and the University of Waikato launched The Economic Value of the Sector: Measuring Aotearoa New Zealand’s for-purpose ecosystem on 3 September 2026 with a presentation and panel discussion exploring…
Family Wealth Transfer Anxiety
For many families, the hardest question about passing on wealth is not how much to leave, but what that wealth might change.
Governance for Fundraising
Fundraising sustainability is the board’s responsibility In this challenging funding environment, sustainable fundraising is a core governance responsibility, not simply a management KPI.
Economic Value of the Sector: Measuring Aotearoa New Zealand’s for-purpose ecosystem.
The $25. 8 billion sector hiding in plain sight New Zealand’s for-purpose ecosystem employs one in 13 workers and contributes as much to GDP as financial and insurance services.
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"License to Yield"
Bond markets may not always capture attention, but they have become an important focus for investors.
Governance checklist: For endowed bequests, and other restricted capital gifts
As charities seek to build long-term financial sustainability, endowed bequests present an increasingly important opportunity. Yet attracting these gifts is only part of the challenge.
Your investment plan should grow as your life does
Life rarely stands still. Priorities shift, responsibilities evolve, and the future often looks different from what we imagined even a few years ago.
Great at Making Money, Not Investing It
Successful founders are often capital allocators inside their own businesses. They know where to invest, when to hire, when to expand, and when to take calculated risks.
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The View from 30,000 Feet
One of the apparent contradictions of 2026 is that, by most measures, it has been a strong year for investors, with equity markets holding near record highs.