Expert KiwiSaver Advice

Come retirement, reviewing your KiwiSaver now is likely the best return on your time you ever made!

Just 2.6% p.a. additional return on your KiwiSaver investment can double your balance at 65, which could be hundreds of thousands.

With over 300 ways to invest your KiwiSaver, we see a huge range of investment outcomes and are super passionate about helping Kiwi’s get the most out of KiwiSaver. 

How we work with you

A modern house on rolling hills with snow-capped mountains in the background.

Step 1 - Discovery Call

We start with a short call to understand your goals, investment timeframe, risk tolerance, ethical and sustainability considerations.

We also ask about your current KiwiSaver situation.

Step 2 - Tailored Plan

You’ll get a personalised researched based KiwiSaver report, including:

Investment recommendation and fund comparison, contribution suggestions, expected investment growth.

Step 3 - Your Decision

You’re in control.

We walk you through the plan and answer any questions.

Step 4 - Application

We efficiently help you implement your plan.

Step 5 - Ongoing Support

KiwiSaver is dynamic, investment markets shift, new funds emerge, and regulations evolve.

We monitor these changes closely, ensuring your investment strategy remains aligned with your goals and positioned for long-term success.