Gareth Morgan Investments Gareth Morgan KiwiSaver GMI Super Morgan Charity Infometrics WorldByBike
RETIREMENT CALCULATOR
I am years old.
I make $ a year.

Investment Adventurer Shows 2009 Welcome to Gareth Morgan Investments
We are a boutique investment management firm caring for individual client portfolios. Wealth protection and enhancement are our priorities. If you'd like to find out more, please select one of the following links:
Our Performance
The normal caveat is that past performance is no indicator of what happens next. We subscribe to that view.

Our Performance versus Market over the last 20 years Our past performance is provided on the links below for those who like to know it anyway. We believe that we've beaten benchmarks consistently due to our diligence in keeping costs down and ensuring our portfolios are tax-efficient. We are constantly challenging our providers and ourselves to cut costs.


The Big Game I - How the savings industry takes your money and keeps it
How the savings industry takes your money and keeps it, Gareth Morgan investigates, in the first of a six-part series. The methods popular amongst the long term "savings" products peddled by life insurers include bundling savings and insurance together so their actuaries can apply actuarial "discretions" in an unfettered manner to separate you from your money. Another trick is to make you just another unsecured creditor on the fund that has your money in it. Finding yourself at the back of the line when it comes to claiming your savings back, is a gut-wrenching experience for most.
More
Beware the fox in the henhouse
In the third of his series on the poor deal investors get from the products and services of the New Zealand financial industry, economist and investment portfolio manager Dr Gareth Morgan illustrates how long this market has been dysfunctional and looks at policy responses required to fix it.
More
Big Game Part VI : Insurance rip-offs could undermine confidence in the finance sector
Gareth Morgan concludes his investigation into savings and life insurance industry rorts by advocating 3 steps to to bring an end the securities malfeasance and at the same time help the thousands of savers who have thrown their money into this awful industry, get at least some of their property back.
More
The Big Game II
Gareth Morgan continues his investigation of investment rorts. Creation and then manipulation of reserves is a favourite device that funds deploy to get your money. Once your money is set aside in reserves its ownership becomes moot. One thing's for sure you no longer have an unchallenged claim on it so don't expect it back. This article describes the devices the Funds use to move your savings into its reserves.
More