Simplicity is currently positioned as a scale-up company in New Zealand, focusing on providing KiwiSaver, Investment Funds, and Home Loans to its members. The company's initiatives, such as the Research Hub, indicate a strategic approach to sustainable growth and social impact. Simplicity's investment in various sectors like community housing and startups reflects a diverse portfolio and a commitment to ethical and responsible investing.

Simplicity has achieved significant milestones in terms of their member base growth, with over 165,833 members as a testament to their appeal and value proposition. The company's donation of over $9 million to Kiwi charities showcases their commitment to social causes. The establishment of Simplicity Living to build and rent quality homes and providing loans for first home buyers represent key milestones in expanding their services and impact.

One notable case study is Simplicity's investment in over 60 startup companies through Icehouse Ventures, enabling their members to benefit from the success of local startups. Another case study involves their involvement in community housing bonds, facilitating access to housing for more Kiwis. These case studies highlight Simplicity's diverse investment portfolio and commitment to driving positive social impact through financial initiatives.

Key events for Simplicity include the launch of the Research Hub led by prominent economists, emphasizing their dedication to impactful policy initiatives. The introduction of Simplicity Living and First Home Mortgages showcases the company's expansion into the housing market and support for first-time homebuyers. Simplicity's consistent communication with members, transparent approach to financial management, and donation milestones are vital events that strengthen their brand reputation and credibility.