
Kiwisaver
We take a personalised approach to KiwiSaver, crafting a bespoke recommendation just for you. By evaluating 30+ providers and over 200 funds, we help you find the perfect fit based on your goals, life stage, and values.
Whether you're saving for your first home or planning for a comfortable retirement, taking the right steps today can make a big difference in your future financial security.

Why choosing the right fund matters
Your KiwiSaver fund should be based on more than just recommendations from friends, your bank, or your workplace. The best fund for you depends on key factors, including:
Your age and when you plan to withdraw your savings
Whether you’re saving for retirement or your first home
Your risk tolerance and investment preferences
The lifestyle you want in the future
KiwiSaver is a long-term investment, and selecting the right fund now can help set you up for financial success later.

First home withdrawal
If you’ve been a KiwiSaver member for at least three years and don’t currently own a home, you may be eligible to withdraw nearly all your savings—leaving a minimum balance of $1,000 in your KiwiSaver account.
- The home must be your primary residence for at least six months
- This option cannot be used to purchase an investment property
Planning to buy your first home? We can help you navigate the process and make the most of your KiwiSaver funds.

Ready to get started?
We’re proud to be a local business based in the Greater Wellington region, servicing all of New Zealand. Our advisers can travel to you for an in-home meeting or arrange a virtual catch up for a quick and easy chat online.
We’re happy to work around your schedule, so feel free to book a time that works best for you.
