What you NEED to know about ‘The Bequest Report’
The ‘western world’ is on the cusp of what will be the largest inter-generational transfer of wealth in history, as the ‘baby boomer’ generation reach the end of their lifetimes.
In recent years there has been growing awareness of this looming challenge and opportunity across investment, charity and philanthropy circles in New Zealand, but little local data and analysis to really inform planning and consciousness raising here.
Now the Philanthropic Services division of JBWere New Zealand, one of Momentum Waikato’s investment partners, have launched ‘The Bequest Report – Reshaping Aotearoa New Zealand by creating a legacy that goes beyond asset wealth’ to collate and present the relevant facts and insights.
Poll: Are domestic flights with Air NZ out of your budget?
A Tauranga man has filed a complaint with the Commerce Commission, claiming that due to dynamic pricing, it’s cheaper for him to fly to Los Angeles than to book a flight for his daughter from Tauranga to Wellington.
Do you think their pricing needs addressed to encourage more people to fly?
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95.7% Yes, it's too expensive
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3.6% No, it's reasonable
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0.7% Other - I'll share below
Poll: Has your KiwiSaver (or another investment) been affected by Trump's moves on tariffs?
Kirstin Miller was not a fan of Donald Trump - and that was before the US President inadvertently intervened in her attempt to get a foot on the property ladder.
First home buyer Miller said she and her partner had applied to use their KiwiSaver funds to buy their first home but in the weeks since their loan was approved their KiwiSaver balances had dropped below their agreed deposit amount.
Has your KiwiSaver (or another investment) been affected by Trump's moves on tariffs? Tell us more in the comments (adding NFP if you don't want your words used in print).
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0% Yes
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0% No
💬 Guess Away! Let’s See Who Gets It First! ⬇️
Give this puzzle a whirl, can you figure it out?
Do you think you know the answer? Simply 'Like' this post if you know the answer and the big reveal will be posted in the comments at 2pm on the day!
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