KiwiSaver Advice.
KiwiSaver is a powerful tool for securing your financial future, but with so many providers and funds, choosing the right one can be overwhelming. We simplify the process with expert, unbiased advice—helping you find the best fund for your goals, at no cost to you.
Your story starts here. Let’s make the most of your KiwiSaver and secure your future:
Need guidance? Let’s talk.
KiwiSaver can feel like a maze—so many funds, providers, and options that all seem similar but deliver very different results. If you’re unsure where to start or what’s best for you, we’ll help you cut through the noise with expert, personalised advice.
✔ Expert guidance tailored to your situation
✔ No cost, no obligation—just clear, helpful advice
✔ Confidence in choosing the right KiwiSaver fund for your future
Know what you need? Get it sorted now.
Already know you need a better KiwiSaver plan? Fill out our quick, secure form, and we’ll take care of the rest. We’ll assess your details, match you with the right provider, and handle the setup.
✔ Fill in the form—takes just a few minutes
✔ We assess and guide you through a quick 10-minute application
✔ We manage everything with the provider and keep you updated
✔ Ongoing support for future reviews, queries, and fund updates
We make the process as easy as possible.
Interested?
Here is how we roll.
-
Reach out to us through the website, by phone, or by email. We’ll start by getting to know you—your financial situation, goals, and the future you’re working toward.
-
Not all KiwiSaver providers are created equal, and that’s a good thing. We’ll explore a range of providers and plans, narrowing down the options that align with your story, your goals, and the way you want to grow your savings.
-
After we’ve done the legwork, we’ll present a KiwiSaver plan tailored to you. From providers and funds to contribution strategies, everything is designed to support the life you’re building.
-
Once we’ve mapped out your plan, we’ll sit down together to review it. This is your chance to ask questions, make adjustments, and feel confident about the path ahead.
-
KiwiSaver isn’t a one-time decision—it should evolve as your life does. We’ll stick with you, keeping your plan on track and making updates when needed, so your KiwiSaver keeps working for you.
Why does
KiwiSaver matter?
Build Your Future.
KiwiSaver helps you grow your savings, from buying your first home to securing a comfortable retirement.
Maximise Your Money.
With contributions from your employer and the government, KiwiSaver boosts your savings in a way no standard account can.
Stay Ahead.
Life changes, and so do your financial needs. KiwiSaver helps you build long-term security, so you’re ready for the future.
How we help.
Our job is to cut through the confusion and help you find the right provider and plan—so your KiwiSaver grows as much as possible, setting you up for the best retirement possible.
Tailored Recommendations.
Your life and goals are unique, and your KiwiSaver should reflect that. We’ll match you with the provider and plan that aligns with your priorities and ambitions.
Clarity and Confidence.
KiwiSaver doesn’t have to feel overwhelming. We explain everything in plain terms, so you can make smart decisions without second-guessing yourself.
Ongoing Support.
Life doesn’t stand still, and neither should your KiwiSaver. We’re here to review, adjust, and optimise your plan as your needs and goals evolve.