Advice that grows with you
Start with KiwiSaver. Stay for everything that comes next.
We make quality financial advice easier to reach. A qualified adviser gets to know your situation, gives the advice, and stands behind it.
Class 2 Financial Advice Provider · Licensed by the FMA · FSP1012558
THE JOURNEY
One relationship, from your first fund to your last pay cheque.
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01
KiwiSaver advice
Free KiwiSaver advice. A qualified adviser reviews your fund, fees and goals and sends you a personal Statement of Advice, usually within one business day.
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02
Managed fund advice
A focused recommendation on a managed fund tied to a specific goal you are working towards.
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03
Investment planning
A written plan across your KiwiSaver, managed funds, and the goals that matter to you. Reviewed annually.
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04
Retirement planning
An investment plan for the years before and during retirement, built for a longer horizon than most people plan for.
FREE KIWISAVER ADVICE
Chances are, you never really chose your KiwiSaver fund.
Answer a few quick questions and a qualified adviser sends you a personal Statement of Advice: the fund that suits your goals, how your fees compare, and whether you are on track. Free, usually within one business day. Three minutes, no login, no obligation.
From a qualified adviser
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The right fund for you
Whether the fund you are in still suits your goals and timeframe.
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How your fees compare
What your KiwiSaver costs you, and how that compares.
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Whether you are on track
A clear read on where you are heading for later, and the options.
WHAT THE TECHNOLOGY DOES
The whole market.
Our technology scans it in seconds.
Sorted by risk and return.
The options narrow to an efficient frontier.
Then a person decides.
A qualified adviser weighs it against your life and makes the call.
SMART TECH, HUMAN JUDGMENT
Technology makes advice faster. A qualified adviser makes it right.
Our technology scans the whole market in seconds. Then a qualified adviser reviews it, weighs it against your situation, decides, and stands behind the advice. Fast where it helps, human where it matters.
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Human judgment, every time
Every recommendation is reviewed, decided, and owned by a qualified adviser.
The right fund for you
We look across the market and recommend what fits your situation, not whatever is easiest to sell.
Open about how we're paid
We explain how we are paid before you decide anything. No surprises, no pressure, no fine print.
FROM THE INSIGHTS DESK
All articles →-
For Investors Jun 2026
How KiwiSaver fees work, and why they matter
Every KiwiSaver fund charges fees, and because they come out of your balance automatically, many people never look at them. Over a working life, …
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For Investors May 2026
KiwiSaver fund types explained, from defensive to aggressive
Every KiwiSaver fund sits somewhere on a spectrum from defensive to aggressive. The label describes how much of the fund is invested in growth …
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For Investors Apr 2026
The 2026 KiwiSaver changes explained
From 1 April 2026, the default KiwiSaver contribution rate rose from 3% to 3.5% for both employees and employers, on the way to 4% …
Read →
START WHEN YOU'RE READY
A personal Statement of Advice, yours to keep.
Prepared by a qualified adviser and sent to you, usually within one business day. No obligation to act on it.