Services
KiwiSaver advice.
For most New Zealanders, KiwiSaver becomes the largest investment after the house - it deserves more than a default setting.
Fund selection
We advise across the KiwiSaver schemes available to New Zealanders - not a single provider's menu - and recommend the fund and settings that fit your plan, your horizon and your appetite for risk.
Contribution strategy
Contribution rate, first-home withdrawal, government-contribution timing: small settings that compound for decades. Your KiwiSaver sits inside the Blueprint, so every decision is made in the context of the whole plan.
The drawdown
At retirement the question flips - from growing it to drawing it down well. We plan the income side with the same care as the saving side.
Adviser fee 0.25-0.50% a year by plan, separate from the fund’s own fee
Your total cost, disclosed before you commit
Planned alongside everything else you’re saving