KiwiSaver
KIWISAVER PARTNERS
Fund managers we work with
Milford Asset Management
Award-winning, Active Manager; New Zealand owned
Pathfinder Asset Management
Ethical Investing; Partner with fund managers like Nordea Asset Management; New Zealand owned
Kernel Wealth
Low fee option; New Zealand owned
Quay Street (NZX Wealth Technologies KiwiSaver option only)
Active Manager; Morningstar awards; New Zealand owned
AT A GLANCE
Key details
Minimum Kiwisaver portfolio balance
NZ$75,000
Portal access
Fund Manager portals + app
WHAT'S INCLUDED
Services
Initial Review of Goals and Financial Situation Risk Assessment Fund Recommendation
Reporting Annual Goals Review Recommendations as to Fund changes, or top-ups
TRANSPARENT PRICING
Fees
Initial consultation & goal setting | From $150 |
Ongoing monitoring fee | 0.25 – 0.35% |
Fund Manager fees | Varies by fund |
Book a complimentary initial consultation today
