KiwiSaver encourages New Zealanders to think ahead and make a plan for their retirement fund. This voluntary savings scheme combines contributions made by you, your employer and the government. Making informed decisions about your investment can grow your savings significantly.

How your adviser can help

We’ll help you choose the right provider for your situation, based on your age, goals and lifestyle. We’ll compare the terms, conditions and fees associated with various funds, and ensure you have the correct Prescribed Investor Rate (PIR). As advisers, we can monitor the performance of your chosen fund and assist you in accessing first-home ownership help through this scheme.

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Embrace a holistic view of your financial wellbeing.

From insurance to mortgages to KiwiSaver and investments, we can help you balance these moving parts through our protect, own, grow philosophy.