What you NEED to know about ‘The Bequest Report’
The ‘western world’ is on the cusp of what will be the largest inter-generational transfer of wealth in history, as the ‘baby boomer’ generation reach the end of their lifetimes.
In recent years there has been growing awareness of this looming challenge and opportunity across investment, charity and philanthropy circles in New Zealand, but little local data and analysis to really inform planning and consciousness raising here.
Now the Philanthropic Services division of JBWere New Zealand, one of Momentum Waikato’s investment partners, have launched ‘The Bequest Report – Reshaping Aotearoa New Zealand by creating a legacy that goes beyond asset wealth’ to collate and present the relevant facts and insights.
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🧩😏 Riddle me this, Neighbours…
I am an odd number. Take away a letter and I become even. What number am I?
Do you think you know the answer?
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Scam Alert: Bank cold calls
ASB is warning customers about reports of cold calls from scammers claiming to be from ASB. These scammers are trying to obtain personal information, including usernames, dates of birth, and verification codes sent to your mobile phone.
🛡️ The "Caller Check" Test
If you get a call from someone claiming to be from ASB and you’re unsure, just ask them for a Caller Check. You will then be able to verify the call through the app.
Remember, banks will:
❌ Never ask for your banking passwords, PINs, or verification codes
❌ Never need to know your full credit card number – especially the CVC
❌ Never ask you to download software or remotely access your device
❌ Never ask you to purchase gift cards or transfer funds.
If you have received a phone call and think your account has been compromised, call ASB on 0800 ASB FRAUD (0800 272 372), or visit your local branch.
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