KiwiSaver Investment
Optimise your financial future with personalised KiwiSaver advice and an advised KiwiSaver investment strategy.
Long Term Vision
Optimising Your KiwiSaver Strategy
KiwiSaver is more than a retirement savings plan. For many New Zealanders, it is one of the most important long-term investments they will make, and it should sit alongside the rest of your financial plan. Good KiwiSaver advice can help you make informed decisions about your KiwiSaver scheme, your contribution levels, and the investment strategy that best supports your financial goals.
By taking charge of your KiwiSaver investments, you can align them with your retirement goals, ensure they work alongside your other financial products and investments, and support your long-term wealth-building strategy.
Getting ahead
Personalised KiwiSaver Advice
Our advised KiwiSaver solutions are designed to ensure your KiwiSaver fund is aligned with your wider financial planning strategy. Working with a financial adviser means your KiwiSaver account is not treated as a set-and-forget investment. We take the time to understand your goals, investment timeframe, risk tolerance, and existing assets before preparing personalised KiwiSaver investment recommendations. We then provide ongoing monitoring and regular reviews, helping you stay on track as your life and the financial markets change.
Getting ahead
The Right KiwiSaver Fund and Investment Strategy
KiwiSaver grows through long-term investment returns and contributions from you, your employer, and the Government. Employer contributions and government contributions can make a meaningful difference over time, but the fund you choose matters too. Whether you are comparing KiwiSaver funds, reviewing a growth fund, defensive fund or aggressive funds, or considering a different fund manager, your investment decisions should reflect your timeframe, risk profile and future needs.
Having the right KiwiSaver plan and investment strategy can make a significant difference to your potential balance and your financial future. We deliver the best results for investors who are:
- Over 30 years old
- Looking for expert guidance
- Looking for expert guidanceManaging $50,000+ in a KiwiSaver account
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A Strong Foundation
Why KiwiSaver?
KiwiSaver is a voluntary work-based savings scheme designed to help New Zealanders save for retirement. It can provide an investment fund to draw on in addition to NZ Super when you retire. Your KiwiSaver savings may also be available earlier in limited circumstances, such as a first-home withdrawal or serious financial hardship. Please note that KiwiSaver is generally designed for long-term retirement savings, so short-term access is restricted and conditions apply.
A KiwiSaver adviser can help you understand your options, review product disclosure statements, compare fees and fund managers, and assess whether your current KiwiSaver scheme is still appropriate. With clear financial advice and ongoing review, you can make more confident decisions about your KiwiSaver investments and keep your plan aligned with your goals.
Future returns are never guaranteed, and higher returns usually come with higher levels of risk. That is why we focus on building a disciplined, evidence-based investment strategy that you can stay with through different market conditions.
KiwiSaver Articles
