1. Investors
  2. Understanding the basics

Understanding the basics

We all invest for the same reason – to grow our money. But each person’s goals are different. Our ways to invest section explains the different investment options available, but before you decide how you’ll invest, it’s important to consider your personal situation and why you’re investing.


Watch more videos about investment basics here.


These are the steps we recommend before you invest:

  1. Set your investment goals
  2. Understand the basics of investing
  3. Choose your investments

financial adviser can help you with each step if needed.

We also have a range of downloadable resources available and you can learn more about investment options on Sorted and at Invested, an investor education video series created for New Zealanders by the NZX and the Commission for Financial Capability.