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
Start with KiwiSaver. Grow into everything else.
Four services, ordered by how much of your picture they cover. Take the one that fits where you are today.
THE FRONT DOOR
KiwiSaver review
A structured look at your KiwiSaver today, and what your options are. First review is free.
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A STEP UP
Managed fund advice
A focused recommendation on a managed fund tied to a specific goal you are working towards.
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THE WHOLE PICTURE
Investment planning
A written plan across your KiwiSaver, managed funds, and the goals that matter to you. Reviewed annually.
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THE LONG WALK
Retirement planning
An investment plan for the years before and during retirement, built for a longer horizon than most people plan for.
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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 many KiwiSaver and managed-fund products, the provider pays us a commission. Where that applies, you may pay nothing for the advice.
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