InvestNow Surpasses $3 Billion As Investors Stay Focused Through Market Volatility

Having recently turned nine, InvestNow has exceeded $3 billion in assets invested, marking a major milestone for the New Zealand investment platform and reflecting growing investor trust and engagement.

The milestone comes at a time when many investors are navigating heightened market volatility and economic uncertainty.

InvestNow General Manager Mike Heath says periods like this are a reminder of the importance of staying engaged and focused on long-term goals while recognising that investment values can rise and fall over time.

“Volatility, with investments going up and down in value, can feel unsettling in the moment, but it’s a normal part of investing,” says Heath.

“The investors who tend to do best over time are those who understand that markets move in cycles and who stay focused on proven long-term strategies like diversification, regular investing and avoiding reactive decisions.”

Heath says that he thinks the $3 billion milestone is the result of consistently meeting the needs of everyday investors.

“$3 billion is a significant milestone for InvestNow. It reflects the trust that around 40,000 New Zealanders place in us. We believe it also speaks to the strength of a platform built around choice, and the ease with which investors can build portfolios that suit their needs and circumstances.

A key driver of growth has been the continued demand for international equities. Around 80% of InvestNow customer portfolios are invested in equities, with approximately 70% in international markets and 10% in Australasian equities.

“The Foundation Series Funds, particularly the Total World and US 500 Funds, have proven to be really popular, currently accounting for over $1 billion in total,” says Heath.

“They sit in a compelling space between broad global exposure, simple structure and a design that’s meant to be cost-effective for long-term investors.”

InvestNow’s KiwiSaver Scheme was also a major contributor to growth, increasing in size by 76% in 2025.

“The ability to build and manage a diversified KiwiSaver portfolio, with funds from multiple investment managers, is one of the key benefits of our scheme which customers enjoy.” Heath says

The platform has also benefited from strong advocacy within the personal finance community, including exposure through TheHappySaver.com, where real-world investor experiences have helped demystify KiwiSaver and long-term investing.

“Our business has been performing strongly for nine years now, and that builds momentum and engagement, which is especially important in today’s volatile economy,” Heath says.

“Word of mouth, scale, and consistency really matter in this industry, and that momentum continues to build.”

“$3 billion is a milestone, not a finish line. We remain focused on helping New Zealanders invest with confidence and build long-term wealth.

Important information: 

Investing involves risk. The value of investments can go up and down, and past growth, scale, or platform longevity does not guarantee future performance or outcomes. Diversification and long-term investing strategies do not eliminate the risk of loss. Investors should consider their individual circumstances and read the relevant Product Disclosure Statements, available at investnow.co.nz, before investing.

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