September 2025

Overview

A fairly consistent month with a total investment increase of $10,800. All investment types made gains with Shares making the biggest gain, which increased by $4.7k . It’s the first time in a long while that we’ve actually sat down and categorised our spending habits. Food is definitely our kryptonite, with nearly half of all expenditure related to food.

Kiwisavers (Pensions)Milford Growth Fund (Pensions)Savings + Term DepositsSharesBitcoinCombined
Total Value95,681245,86447,07478,67014,870482,158
$ Increase2,4172,0033104,7951,27510,800
% Increase2.59%0.82%0.66%6.49%9.38%2.29%

Income and Expenditure (approximate)

Financial Position

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