Build wealth beyond KiwiSaver and property

For many New Zealanders, KiwiSaver and the family home are the foundations of their financial future. But if you’re looking to grow your wealth further, investing outside KiwiSaver can provide additional flexibility and help you work towards other financial goals.

Whether you’re saving for an early retirement, your children’s future, a major purchase, or simply want your money working harder than it would in a bank account, investing can be a powerful long-term tool.

Investing doesn’t have to be complicated

Many people avoid investing because they believe they need a large amount of money, extensive financial knowledge, or the ability to predict the markets. The reality is much simpler.

Successful investing is rarely about chasing the next big opportunity. It’s about having a clear plan, investing consistently, managing risk appropriately, and staying focused on your long-term goals.

Why invest through managed funds?

We believe managed funds can be a fantastic option for long-term investment. Managed funds allow your money to be invested in a diversified portfolio of assets, managed by professional investment managers.

Depending on the fund, your money may be invested across a range of asset classes including:

• New Zealand and international shares.
• Property.
• Fixed interest investments.
• Cash and defensive assets.

Diversification helps spread risk, while professional management means your investments are actively monitored and managed on your behalf.

How we can help?

Managed funds can be a great way to build wealth outside KiwiSaver. We’ll help you understand how they work, explain the different investment options available, and provide the information you need to make informed decisions with confidence.