Video
"Pulse Check"
Markets remain resilient — but what risks lie ahead? Global equity markets have performed well this year, navigating a steady stream of headlines and policy uncertainty.
We recently released the 2025 Bequest Report, which looks at the trends, behaviours and opportunities around charitable bequesting in New Zealand. Kiwis are relatively generous while alive, with 60% of New Zealanders financially contributing to a charity each year.
However, this isn’t translating into a lasting legacy – currently only 6% of New Zealand wills make provisions for charity.
Many Kiwis simply don’t think about giving when preparing a will. It is important to have more public conversations about this so it becomes normal for more Kiwis to consider a gift in their will.
There is also the opportunity to think about ‘the full family balance sheet’ when preparing a will, including non-financial assets, and a deeper meaning of legacy that can be achieved by giving with stronger connections back to the wider community.
In this video, our Head of Philanthropic Services, John Morrow shares more insights.
News & Insights
Video
JBWere New Zealand completes consolidation of wealth management brands
JBWere New Zealand and Jarden Wealth officially unite under a single name today – JBWere – marking a major milestone for the leading wealth management and investment advisory firm.
Video
"Weathering the Storm"
As we reach the halfway point of the year, it’s fair to say 2025 has been extraordinary by any standard.