Resources & Tools

Free guides, calculators, and links to trusted resources to support your investment journey

Free Guides & Downloads

PDF Guide

Complete Beginner's Guide to Investing in NZ

A comprehensive PDF guide covering everything from opening your first account to building a portfolio

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Checklist

KiwiSaver Optimization Checklist

Step-by-step checklist to ensure you're getting the most from your KiwiSaver

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PDF

Investment Terms Cheat Sheet

Quick reference guide for common investment terminology

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