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We start with a conversation
A relaxed chat about where you're at and what you're saving for – a first home, retirement, or just making sure you're not in the wrong fund. No jargon, no pressure.
Independent know-how and proven guidance. We find the right fund for your goals, help you contribute smarter, and stay in touch as your life changes.
From the first conversation onwards, here's what you can expect.
A relaxed chat about where you're at and what you're saving for – a first home, retirement, or just making sure you're not in the wrong fund. No jargon, no pressure.
We compare KiwiSaver funds across the market for your timeframe and how you feel about risk – so you're in a fund that suits your goals, not just the one you were defaulted into.
The right contribution rate, your full employer match, the Government's annual top-up, and lower fees – small tweaks that compound into a much bigger balance by retirement.
Life changes, and so should your plan. When things shift – a pay rise, a new job, a baby, a first home in sight – we look at your KiwiSaver again so it keeps pulling its weight.
Most Kiwis set up KiwiSaver once and never look at it again for a decade. We keep an eye on it for you and get in touch when something needs a second look, because small course corrections at the right moment are what quietly build a much bigger balance by the time you need it.
When we review it, we…
"Our job isn't to set your KiwiSaver up and disappear. It's to still be here when something changes."
Our sister company Insurance People can help with life, health, income and home cover – so the plan you're building is protected if life throws a curve ball.
No pressure and no jargon – just a friendly conversation about your KiwiSaver, your goals, and whether you're in the right fund.
Auckland-based · independent KiwiSaver advice