KiwiSaver

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.

All of our advisers are fully qualified and trained to review your complete financial situation. By taking a holistic approach, we can identify areas where your finances could be improved, helping you make informed decisions and strengthen your overall financial wellbeing. 

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.

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.