The Adviser Talk

Nick Chats Sizzle vs Reality


Listen Later

In our first podcast of the year, Nick Stewart and Ken Morrison discuss private assets in KiwiSaver - when sizzle meets reality.


As KiwiSaver assets surge past $110 billion, an all-too-familiar story unfolds… Multiple KiwiSaver and general investment providers are rushing into the private asset markets.


While private equity investments might offer an exciting sprint to higher returns, history suggests that the steady approach of transparent, liquid, and well-diversified portfolios often wins the long-term race.


Tune in to learn more...



In case you missed Nick's article, 'Private Assets in KiwiSaver: When Sizzle Meets Reality,' here's the link: https://bit.ly/4akbqHu





The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts

 

  • Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. 
  • The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

...more
View all episodesView all episodes
Download on the App Store

The Adviser TalkBy by Stewart Group


More shows like The Adviser Talk

View all
The Trusted Adviser by Rob Pyne

The Trusted Adviser

0 Listeners