Grow Your Money, Your Way.

Take your hard work even further by optimising your KiwiSaver, or investing in a clever plan to grow your wealth.

LET'S CHAT

Kiwisaver

Find a fund that aligns to your personality, and growth goals.

Managed Funds

Get your savings into ethical funds that work hard for you.

Retirement Planning

Chart a course to ensure you retire the way you want to.

Your Style of KiwiSaver

There's so many provider options, and they all promise the world. We remove the overwhelm, finding and recommending you a provider that best aligns to your goals.

The Retirement You Want

A holiday home in the Gold Coast, or mortgage-free retirement? No matter your wish, we can help you optimise your fund, and contributions to get there.

Your First Home Faster

Let's help make that elusive-feeling deposit, achievable. We'll match you with the right fund, and contribution amounts to get you on the right track.

Ethical & Conscious Providers

We believe ethics matter, and can recommend not only ethical, but New Zealand based funds too.

Three people walking down a beach together.

Chart a Course Towards Your Dream Retirement

Get the retirement you want (and deserve) by working with us to create a retirement savings plan. We want to give you the confidence that today's work is building a bright future.

Build a Legacy

Building an incredible investment portfolio can help you gift your children, (and their children) the best start possible.

Gain Financial Freedom

Enter retirement with choice, options, and the financial freedom to live life on your terms.

Build a Solid Investment Portfolio

Watching your money grow in the hands of a managed fund is nothing short of rewarding. Even more rewarding is the opportunity to invest in funds that support start-ups, innovative companies, and business here in New Zealand.

Retire Sooner (or in Style)

Tell us how you envisage your future, and we can help you select funds, and contributions to help you reach your lifestyle goals.

Diversify Your Earnings

Knowing that your income streams from beyond your career is exciting. We can match you with funds that you can invest in long term, or funds that allow your money on-call for when you need it.