Quarterly Market Update - December 2025

It would be easy to confuse the start of this year with the start of last, with Donald Trump and geopolitical issues dominating headlines around the world. Fortunately, for your portfolios, these big headlines make little long-term impact on performance, and you will be pleased to see strong return numbers for the 2025 calendar year.

Market Update - December 2025

Welcome to 2026. It would be easy to confuse the start of this year with the start of last, with Donald Trump and geopolitical issues dominating headlines around the world. Fortunately, for your portfolios, these big headlines make little long-term impact on performance, and you will be pleased to see strong return numbers for the 2025 calendar year. Of course, we remain vigilant and must always expect market conditions to change, with short-term swings occurring in many unexpected ways over 2026.

As usual, we have a short video reviewing the past year and breaking down the performance numbers for your portfolio which you can view above.

When markets are strong, as they are now, it is always a good time to review your projections with your adviser in case improvements can be made, such as increasing your estate goals or planned spending. If you feel now is a good time to discuss this, please let us know.

Get in Touch

As always, if you have any questions or would like to discuss your portfolio in more detail, please don’t hesitate to get in touch.

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preview image - You’re Missing Out on Tax Savings If You Haven’t Had a Chattels Valuation Done

You’re Missing Out on Tax Savings If You Haven’t Had a Chattels Valuation Done

We’ve been recommending chattels valuations from Valuit for over 20 years, and it still amazes us how many property investors haven’t had one completed.

If you own a rental property and your current accountant hasn’t discussed chattels valuations and depreciation with Valuit, there’s a very good chance you’re paying thousands of dollars more tax than you need to over the life of the property.

22 April 2026 by Ross Barnett in Property Accounting
preview image - 12 Common issues and mistakes we regularly see

12 Common issues and mistakes we regularly see

We review many financial statements prepared by other accountants. Below are some recurring issues we frequently identify, many of which are also areas the IRD commonly focuses on.

22 April 2026 by Ross Barnett
preview image - A look back at when the world feared the worst

A look back at when the world feared the worst

On August 2, 1990, the world woke up to a grim headline: “Iraq Invades Kuwait; Oil Prices Soar, Markets Plunge.”

Saddam Hussein's forces had crossed into Kuwait, triggering fears of a prolonged conflict in the oil-rich Middle East.

The immediate market reaction was swift and severe.

31 March 2026 by Lifetime