Video
"Ageing Gracefully"
For global equity markets, it was a case of déjà vu, with many major indices hitting fresh all-time highs in October.
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
Video
"Slip, Slop, Slap"
Global equities have been on a remarkable run this year — and September kept the momentum going. In NZD terms, returns have been especially strong.
Video
"Keep On Keeping On"
Is US Exceptionalism Fading? Few investment themes generate as much discussion as the concept of US exceptionalism—the belief that the US economy and equity markets consistently outperform global peers.