We’re excited to share that we’ve expanded our capacity to provide KiwiSaver advice by 60%—meaning more Kiwis can now access expert financial guidance to optimise, maximise or utilise their KiwiSaver.
Over half of our advisers have completed Level 5 Investment training and obtained accreditation to provide specialised KiwiSaver advice. Combined with our full suite of financial services—including Home Loans, Insurance, Investments, and Retirement Planning—we take a holistic approach to financial well-being, ensuring our clients are set up for a secure and prosperous future.
“Helping our clients with a complete, holistic approach to their financial future is at the heart of our mahi. By investing in our team through upskilling and tailored professional development, we ensure our advisers can provide even more personalised and impactful advice for our valued clients.” — Craig Mulholland, Chief Executive.
KiwiSaver is a cornerstone of financial well-being and plays a key role in building a solid financial future for New Zealanders. More than just saving—it’s about planning for the future. Our advisers are here to help clients navigate their KiwiSaver journey with confidence, every step of the way.
We’re pleased to announce the following advisers have recently received their qualification from this training. Congratulations to the following advisers who are now certified to provide KiwiSaver advice:
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These recently qualified advisers join our growing team of KiwiSaver advisers:
Don't delay, review your KiwiSaver today!
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