Beyond KiwiSaver, we help you put your money to work through managed funds. Whether you're investing for something a few years away or building long-term wealth, we match the plan to your goals, your timeframe and how you feel about risk, across a range of leading NZ providers.
What we look at
- Timeframe: Short-term goals and long-term wealth building call for very different plans. We start with what the money's for.
- Fund type & risk profile: Matching growth, balanced or conservative funds to how you actually feel about ups and downs.
- Provider & fund choice: Access to a range of leading fund managers, including but not limited to NZ Funds, Generate, Milford, Pathfinder and ANZ.
- Fees & performance: What you're actually paying, and what you're getting for it.
- Ongoing reviews: Keeping your investments aligned as your goals and circumstances change.
How we're different
We don't start with a fund. We start with your situation, what you're saving for and when you'll need it. Then we build a plan around that, and check in as things change, instead of setting and forgetting.
What does it cost?
Our advice is usually free. We're generally paid by the provider you choose, not by you. If a fee would ever apply, you'll hear it from us before anything starts.