There are many ways to invest your money – so deciding what is right for you takes some thought. Most finance experts and financial advisers will suggest diversifying your investments (having a mix of investments).
“Don’t put all your eggs in one basket” plays true to investing. Your investments should work together to help you achieve your goals, so you should think about everything as one package.
✔️Set aside some time to review how you are investing your money
✔️ Are your investments helping you to meet your goals, if they are – ka rawe! If the answer is no, is there something you could change?
* Te Rūnanga o Ngāi Tahu matched savings and distributions (when applicable) are available to all eligible Whai Rawa members under 65 years of age (see the Product Disclosure Statement) and are subject to RSCT (retirement scheme contribution tax) deducted at your personal RSCT rate (see the Other Material Information document at www.whairawa.com). If you do not notify us of your correct rate, you will be taxed at the default rate of 39%. Ngāi Tahu contributions and distribution payments are made no later than 31 March in the calendar year following qualification. Download our PDS at www.whairawa.com/pds
The information contained in this document is intended for general guidance and information only and is not personalised to you. It does not take into account your particular financial situation or goals.
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Whai Rawa Fund Limited is the issuer of the Whai Rawa Unit Trust. A copy of the Product Disclosure Statement is available at www.whairawa.com/pds. A financial advice disclosure statement is available for Whai Rawa Fund Limited at www.whairawa.com/financial-advice.
