Kōura Wealth

Kōura Wealth Real talk and tips about KiwiSaver and the financial issues facing kiwis today.
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Small team. Big milestone. $500 million in funds under management. 🎉We hit $500 million a couple of weeks back - a prope...
03/09/2026

Small team. Big milestone. $500 million in funds under management. 🎉

We hit $500 million a couple of weeks back - a proper milestone for a KiwiSaver challenger - so we celebrated the only way that felt right: a team night out at Caluzzi, a K' Road icon for 30 years and counting.

Massive thanks to everyone who's trusted us with their KiwiSaver plan along the way. This one's for you. 🥂

*Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

What if you started investing before you could even walk?NZ First's proposal: $1,000 for every newborn, straight into a ...
02/09/2026

What if you started investing before you could even walk?

NZ First's proposal: $1,000 for every newborn, straight into a KiwiSaver account, automatically. No opt-in required.

Swipe for the proposal, why it matters, and what Kōura founder Rupert Carlyon reckons the real win actually is (hint: it's not the money).

*The views and opinions expressed in this post are those of Rupert Carlyon. This content is for informational purposes and should not be considered financial advice. Before making any financial decisions, consider consulting a financial adviser. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

A look at how KiwiSaver has changed since it first launched - and why we think it's worth more than a scroll past.*The ...
28/08/2026

A look at how KiwiSaver has changed since it first launched - and why we think it's worth more than a scroll past.

*The views and opinions expressed in this post are those of Rupert Carlyon. This content is for informational purposes and should not be considered financial advice. Before making any financial decisions, consider consulting a financial adviser. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

We'll spend twenty minutes comparing power companies to save fifteen bucks a month. But the thing quietly shaping our re...
26/08/2026

We'll spend twenty minutes comparing power companies to save fifteen bucks a month. But the thing quietly shaping our retirement? Most of us picked it in about four minutes, ticking a box during our first job's paperwork, and haven't thought about it since.

Fair enough - nobody teaches you how to choose one. But the provider that made sense at 18 isn't necessarily the one that makes sense now. Your risk, your goals, your life have probably changed more than your KiwiSaver plan has.

*The views and opinions expressed in this post are those of Rupert Carlyon. This content is for informational purposes and should not be considered financial advice. Before making any financial decisions, consider consulting a financial adviser. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

17/08/2026

For Ruahei, home isn’t just a house. It’s stability, whānau, and a place to return to, now and for generations to come.

Through her journey with Kōura, Ruahei is rethinking her KiwiSaver, setting goals, and building a more confident future - while encouraging others to do the same.

*Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents

Women are still retiring with significantly less KiwiSaver than men - and it's not about financial habits. It comes down...
13/08/2026

Women are still retiring with significantly less KiwiSaver than men - and it's not about financial habits. It comes down to time out of the workforce, lower average wages, and who typically carries caring responsibilities. Even small contribution gaps compound into a much bigger gap by retirement.

Australia already has a solution: "superannuation streaming," which lets a partner transfer up to 50% of their retirement contributions to the other partner's account, at no extra cost to government or employers. Kōura has previously pushed for something similar here, but it hasn't progressed.

Swipe through for the full breakdown.



*The views and opinions expressed in this post are those of Rupert Carlyon. This content is for informational purposes. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

The average Kiwi nearing retirement has around $77,000 in KiwiSaver.For many people, that's far less than they expected ...
11/08/2026

The average Kiwi nearing retirement has around $77,000 in KiwiSaver.

For many people, that's far less than they expected after nearly two decades of the scheme. At the same time, research suggests retirees may need significantly more than that to support the lifestyle they want in retirement.

So what's gone wrong?

There are several factors:
• It took many New Zealanders years to fully engage with KiwiSaver
• Withdrawals have reduced long-term savings balances
• Many people have spent years in fund types that didn't match their goals or timeframe

The good news is that KiwiSaver can still be an incredibly powerful tool.

The earlier people engage with it, understand their options, and make informed decisions, the more opportunity they have to improve their future outcomes.

When was the last time you reviewed your KiwiSaver settings?



*The views and opinions expressed in this post are those of Rupert Carlyon. This content is for informational purposes and should not be considered financial advice. Before making any financial decisions, consider consulting a financial adviser. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents.

10/08/2026

We've increased our maximum Bitcoin allocation from 10% to 20%.

Why? Because the investment landscape has changed significantly since we launched our Bitcoin Fund three years ago.

But before anyone rushes off to increase their allocation, remember this: The best portfolio isn't the one with the most Bitcoin. It's the one that's right for you.

Your investment mix should reflect your goals, your timeframe, and your ability to handle risk.

For some people, that might mean no Bitcoin at all. For others, it could mean a small allocation. For some, it could mean more. The key is making a deliberate decision, not following what someone else is doing.

Watch Rupert explain the thinking behind the change.

*Bitcoin is highly volatile and not suitable for all investors. Before investing, ensure you fully understand the risks associated with Bitcoin at www.kourawealth.co.nz/cryptocurrency and/or consider seeking financial advice. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. The views and opinions expressed in this video are those of Rupert Carlyon. This content is for informational purposes and should not be considered financial advice. Before making any financial decisions, consider consulting a financial adviser. A copy of the Product Disclosure Statement is available at www.kourawealth.co.nz/pds.

30/07/2026

Home ownership looks different for everyone. For Ruahei, it's tied to whānau, to Omaio, to where she comes from, and KiwiSaver is one of the tools helping her get there.

It's a reminder that KiwiSaver isn't just numbers on a screen - it's connected to something real.

*The views and experiences expressed in this video are those of the individual investor and do not constitute financial advice. Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents. Bitcoin is highly volatile and not suitable for all investors. Before investing part of your KiwiSaver balance in the Koura Bitcoin fund, ensure you fully understand the risks associated with cryptocurrencies: https://www.kourawealth.co.nz/cryptocurrency, and/or consider seeking financial advice.

27/07/2026

Ruahei's why: better financial knowledge for herself, her team, and her whānau.

Through her journey with Kōura, Ruahei is rethinking her KiwiSaver, setting goals, and building a more confident future - while encouraging others to do the same.

*Kōura Wealth Limited is the issuer and manager of the Kōura KiwiSaver Scheme. A copy of the Product Disclosure Statement is available at kourawealth.co.nz/documents

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