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How It Works
How It Works
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01.
You tell us
a bit about youWe 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?
02.
We build your personalised portfolio
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.
03.
We put your money to work and keep it working, even on weekends
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. Your KiwiSaver money will keep working as hard as you are – or harder when you’re having some time off.
In order for us to design your personalised KiwiSaver plan, we need to know a few of your details.Learn more