HOW WE HELP
Technology does the analysis. Your adviser does the thinking.
We use smart tools to make advice faster and more accessible. A qualified adviser then weighs it against your life, makes the call, and stays with you as things change.
THE PROCESS
Built around a conversation, not a questionnaire.
Software is good at sorting options. It cannot weigh them against your life. So the tools narrow the field, and a qualified adviser makes the call and stays accountable for it.
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01
A quick, plain-language intake
Tell us about your KiwiSaver, your goals, and your comfort with risk. No login, no obligation, and your details go to your adviser.
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02
Analysis, then human judgment
Our tools analyse the options across the market. A qualified adviser reviews that analysis, weighs it against your situation, and decides what to recommend.
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03
A clear plan, and a long relationship
You get advice in plain language: what we suggest, why, and what it means for you. Then we stay alongside you as life changes.
WHAT WE ADVISE ON
KiwiSaver advice from a qualified adviser.
Two things: a proper look at where your KiwiSaver sits today, and an adviser who stays with you long after.
THE FRONT DOOR
KiwiSaver review
Where your KiwiSaver sits today: the fund you're in, the fees you pay, and whether it still fits your life.
Read more →
AND AFTER
Advice that keeps up with you
A review is a moment; your KiwiSaver runs for decades. Markets fall, funds change, and life moves on. Your adviser stays with you: regular reviews, a change of fund when it makes sense, and a steady hand when markets fall.
HOW YOU'RE CHARGED
Open about how we're paid.
You should never have to wonder how your adviser earns. We tell you before you decide anything.
Often, there's no fee to you
For most KiwiSaver providers, the provider pays us, so you may pay nothing for the advice. For some low-cost providers you instead pay a small ongoing service fee, always set out before you act.
The right fund comes first
If the right product for you sits outside the panel we earn from, we will still recommend it. The recommendation follows your interests, not our commission.
It's all written down
We set out clearly how we are paid for the advice you receive, so there are no surprises.
START WHEN YOU'RE READY
See your KiwiSaver the way an adviser does.
Your KiwiSaver review is free, with no obligation to change anything.