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Case Study

Member Stories Sam

"Kōura takes the investment experience to another level by personalising everything. They make you feel like you're part of the investment process and allow you to make more decisions."

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06 June 2024

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Introduction

In this member story, Sam shares his positive experience with Kōura Wealth, emphasising our personalised investment approach and ease of use. Sam highlights that we go beyond traditional KiwiSaver providers by offering diverse investment options, such as crypto and clean energy.

Personalised investment

"I've had other KiwiSaver providers, but Kōura takes the investment experience to another level by personalising everything. They make you feel like you're part of the investment process and allow you to make more decisions," Samuel shares. "When I was with other providers, there was little communication, but Kōura opened up a world of possibilities. The ability to invest in different funds, like crypto and clean energy, has made the experience engaging and interactive."

Ease of access and use

"Kōura makes KiwiSaver accessible for everyone. They break the process down into easy steps, ensuring even first-time users feel confident about their investments. It's about making financial planning approachable and straightforward," Samuel explains.

Conclusion

By offering a straightforward process and a variety of investment options, Kōura ensures that members feel confident and engaged with their financial planning. The seamless onboarding and transparent tracking app further enhance the experience, distinguishing Kōura from traditional banks. Samuel's journey with Kōura highlights the effectiveness of these strategies in empowering individuals to take control of their retirement savings confidently.