You tell us a little bit about you and your goals, then our digital advice tool will build a personalised portfolio that is perfect for you! It's a quick and simple process that only takes you a few minutes and we will even compare a kōura portfolio to your existing portfolio to make it easy for you to see what is best.
We want to understand what your goals and objectives are for your retirement, and to get a sense of your appetite for risk.
Not because we’re nosy, but because these are essential things to know before good investments can be made. Why has no-one ever asked you this stuff before?
We take what you tell us and use it to select funds to build the right portfolio for you. You get an asset allocation that perfectly matches your personal situation and investment style.
We will then compare your portfolio against other existing funds, and if there is something better out, we'll let you know whats what.
Once your investment selection has been made, we’ll invest your KiwiSaver savings into your portfolio. Your contributions will continue to be invested as they roll in. We’ll keep checking in with you to make sure your portfolio is still right, and if you change, we will recommend you change your KiwiSaver plan too. You can then manage and visit your KiwiSaver account at any time from inside the investor portal!