Your trusted KiwiSaver Advisor

In most cases, there is no direct cost to you, as we are remunerated by KiwiSaver product providers.

Where advice does not result in provider remuneration, or where additional work is required, an advice fee may apply. Any fees will always be clearly outlined, agreed in writing, and confirmed before any work begins.

Most people leave their KiwiSaver in a default fund or pick one at random, which can cost thousands in the long run. We analyse your goals, timeframe, and risk tolerance, then recommend the right fund and provider for your situation.

We work with a select group of New Zealand’s leading providers who meet our standards on performance, fees, and responsible investment. That means you get choice without being overwhelmed by every option on the market.

Yes – if our advice points to a different fund or provider, we’ll handle the switch for you, making the process simple and hassle-free.

We recommend checking in at least once a year, or sooner if your circumstances change (like buying a home, changing jobs, or nearing retirement). We’ll guide you through this so your KiwiSaver always matches your goals.

Our advisers are fully qualified and experienced in reviewing your KiwiSaver in the context of your wider financial picture. We take a holistic approach to ensure your fund choice, contribution rate, and strategy are aligned with your goals – whether that’s buying your first home or building long-term wealth. By looking at the bigger picture, we can identify opportunities to optimise your KiwiSaver and help you make confident, informed decisions for your future.

KiwiSaver is one part of the bigger picture. Because we also advise on home loans, insurance, investments and wealth building, we can connect the dots so everything works together for your financial future.

We take the time to understand your goals, how your KiwiSaver is currently set up, and what you want it to do for you – whether that’s buying your first home, growing long-term wealth, or both. It’s a relaxed conversation where we ask the right questions, listen carefully, and gather the key details needed to give you tailored advice. You’ll walk away with clarity on whether you’re in the right fund, contributing the right amount, and a simple plan for your next steps.