Our Articles
Navigating Risk: Understanding and Assessing Your Risk Tolerance
Investing is a journey towards financial growth and independence. Whether you're considering entering the New Zealand share market, exploring crowdfunding opportunities, or eyeing other investments, understanding your risk tolerance is the compass that will guide you...
Diversification: The Cornerstone of a Strong Investment Portfolio
For private investors seeking to build a solid and resilient investment portfolio, diversification is a time-tested strategy that cannot be overstated. Diversifying your investment portfolio involves spreading your assets across a variety of different asset classes,...
The Evolution of Crowdfunded Companies: A Look at Shareholder Liquidity
Crowdfunding has emerged as a popular method for companies to raise capital as an alternative to venture capital, private placements or initial public offerings. This alternative funding approach has allowed numerous startups and small enterprises to access the...
Exploring the Opportunities and Risks of Investing in USX Listed Shares
The Unlisted Securities Exchange (USX) offers investors a unique opportunity to invest in the shares of a variety of growth companies. While investing in any shares can be lucrative, it also carries significant risks. In this article, we will explore the opportunities...
The Unlisted Securities Market in New Zealand: Understanding USX and its Role
The Unlisted Securities Exchange (USX) is a prescribed exempt financial product market that operates as a simple and cost-efficient share trading platform for small to medium-sized companies. The platform provides transparent pricing based on market demand and supply...
Tapping into Alternative Financing and Potential for Higher Returns Through Crowdfunding
Crowdfunding has emerged as a popular way for individuals and businesses to raise capital, and the crowdfunding market has grown significantly in recent years. The global crowdfunding marketsize was valued at USD 1.67 billion in 2022 and is expected to expand at a...
Peer-to-Peer Lending is a Growing Alternative to Traditional Banking
Peer-to-peer (P2P) lending is a type of lending that allows individuals to borrow and lend money directly to one another without the need for a traditional financial institution to act as an intermediary. In a P2P lending arrangement, borrowers apply for loans through...
Crowdfunding Success Stories
Many individuals, start-ups, and businesses have used crowdfunding to raise funds to achieve their business objectives. Crowdfunding campaigns are powerful enough to stand alone or in conjunction with other fundraising efforts.
Access to Investing in Private Capital
Private equity has long been considered an exclusive and difficult-to-access asset class, which has led to calls for the democratisation of access to private investments.
Are You A Good Board Member?
Prestige, status, experience and perks makes being a director sound great, but any board member will tell you that there is a LOT more to it, and such benefits are not what the job is about.
Kiwis Helping Kiwis – A PI Success Story
For David Bowes, inspiration struck when he saw a way to solve a reoccurring problem from his client requests. Bowes’ clients knew how important social media was, but they couldn’t find the link between that and brand building, or how to compare themselves to competitors. Bowes quickly found that existing tools in the market couldn’t solve this problem. And so, Zavy was born.
Private Equity: Throwing a Lifeline to Our SMEs
The pandemic has left a number of our SMEs struggling to stay afloat. New Zealanders have responded in droves to #supportlocalbusinesses and whilst these efforts are admirable, there is potentially more that can be done.