Our Fees

Keep your money

The more you pay in fees, the harder your KiwiSaver has to work to give you the retirement you expect.

At 0.63%, the kōura core fund fees are half the industry average growth fund.* And if you’re under 18, we’ll waive our administration fee to help get you started on your savings journey.

CORE FUNDS FEES*

0.63%

For those who choose to invest in our specialty funds, the fees are still a paltry 1.1%. For a client that invests in all of our specialty funds, they will still only pay 0.67%.**

**Based on a client taking the recommended allocation of 3% of a growth portfolio (8.1% in totality). If a client maximises their allocation to specialty funds (30% in totality) they will pay 0.77% of their balance as the annual fees.

 

 

 

 

SPECIALTY FUNDS FEES*

1.10%

*Excluding the facilitator fee of 0.3% (for clients who use the services of a facilitator) and the $30 annual administration fee.

All plans include:

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Low Fees

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Your choice

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Ethical Investing

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Personalised to you

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Exposure to thousands of underlying funds

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Low Fees

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Your choice

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Ethical Investing

In order for us to design your portfolio, we need to know a few of your details.
My name is .
I am years old.
My KiwiSaver balance is and my annual pre tax income is
I contribute of my income to KiwiSaver.
I make an annual voluntary contribution. of .
Kia Ora ,
Before we take you back to your kōura portfolio,
for security purposes please confirm some of your details:
Your age:
Your annual income:
Your current KiwiSaver balance:

Oops sorry ,
the details you’ve entered are different to the first time you filled out the kōura calculator.
For security reasons that means you’ll either have to re-enter all of your details in the advice calculator again...
OR simply click the big button in your latest email from us which will return to your portfolio.

Cheers! Kōura