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.
Poll: Do you set New Year’s resolutions?
🎉 2026 is almost here!
We’re curious ... how do you welcome it?
Do you set resolutions, follow special traditions, or just go with the flow?
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0% Yes! New Year, New Me
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0% Yes - but I rarely stick to them
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0% Nah - not for me
From rugged campsite to 7.5ha resort
Grant Kilby has always loved camping. His mum was director of health at the YMCA, and he would attend YMCA camps in the school holidays. “I think it was mandatory that I was there,” he jokes.
He went on camping holidays with his parents, and later, took his own kids.
“Camping’s been in my blood.”
Poll: Is it ok to regift something that you have been given?
🎁 Holiday Gift Chat!
Do you ever regift?
What’s your take on asking for a receipt if a gift doesn’t fit?
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78.7% Yes! It's better to regift what I don't need
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21.3% No. It's the thought and effort that matters
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