KiwiSaver

Whether you're saving for your first home or planning for retirement, the decisions you make today can shape your financial future and add thousands to your KiwiSaver balance.

We make KiwiSaver simple by connecting you with a fund from our trusted KiwiSaver providers that best matches your goals, risk tolerance, and lifestyle. Let’s ensure your KiwiSaver works as hard as you do.

The Process

Person typing on a laptop at a round white table with a plant, phone, glasses, and pencils.

Step 1:

We need to assess where you stand with your KiwiSaver.

Simply register below, click "Begin KiwiSaver Fact Find," and complete our quick questionnaire, it should only take 5 minutes!

Register

Close-up of financial documents featuring a stock chart labeled 'LiveRamp' with data from 2016 to 2021. The chart is surrounded by text and financial tables on a light background.

Step 2:

Once we figure out where your at.

One of our Financial Advisers will collate the findings & build a personalised recommendation for you.

Small plant growing in a glass filled with coins, symbolizing financial growth and prosperity.

Step 3:

We’ll have a quick chat and send you your free recommendation, you can choose to stay in your current fund or switch to the one we suggest, it's entirely up to you.

If you decide to change, we will handle the move for you!

Why have a KiwiSaver fund review?

Having a KiwiSaver review gives you the opportunity to consider your fund, make informed decisions, and receive ongoing guidance, ensuring you maximise your savings and stay on track toward your financial goals.

KiwiSaver FAQs

You work hard for your money, and your KiwiSaver contributions should work just as hard for you. For many people KiwiSaver will be their largest managed fund.
It is important to understand that your KiwiSaver provider does not hold your savings. All KiwiSaver providers (including the banks) use a trustee who has full supervision and oversight of your investments.
Absolutely nothing. We are paid by the providers.
In short, no. You can access from the age of 65, for a first home purchase and in times of extreme hardship Qualification criteria for the latter.
Filling out the questionnaire takes just five minutes, and from there, we’ll quickly put together your personalised recommendation. The process is incredibly simple, with no need for extensive paperwork or complicated forms. In most cases, all we require is a copy of your ID and your IRD number.
Any Amount. Advice Collective is committed to helping every New Zealander.
It is a very good way to give them a head start in their future. Speak to us to find out more.
At Advice Collective, we’re completely independent of any KiwiSaver provider, ensuring our advice is unbiased and tailored entirely to you.