0800 650 149

34a Taharoto Rd, Takapuna, Auckland 0622
PO Box 31-914, Milford, Auckland 0741


KiwiSaver is a voluntary retirement savings plan set up by the NZ Government to help New Zealanders save for their retirement. We recommend KiwiSaver as a great foundation for retirement planning.

The Government has provided New Zealanders with some generous financial assistance. Some of the key features are:

  • The government will match your annual contributions with a tax credit of up to $10 per week.
  • Minimum contribution of 3% of salary if you are on PAYE (no minimums if you are self-employed, not working or a child).
  • Your employer has to match your contributions of 3% of salary.
  • First home withdrawal facility
  • First home deposit subsidy.
See the following websites for further information:

The Inland Revenue website has a section on KiwiSaver:

Housing New Zealand administers the deposit subsidy on behalf of the Government. Here is the link to their website:

Please contact us to find out more about joining KiwiSaver.


At its simplest, good investment decisions are about getting the best return for the lowest risk.

However, the starting point for any investment decision is being clear about the goal. Whether it is to save to buy a home or create a retirement nest egg, this will be a key driver for what options will be suitable.

People want to create and manage wealth for many different purposes, such as:

  • Generating an income
  • Growing capital
  • Saving for a specific goal
  • To have a secure retirement
We understand everyone's situation is different and our advisors can help you work through your investment needs, your personal investment risk profile and recommend options. Contact us

Here are some useful websites:

This is the website set up by the Commission for Financial Literacy and Retirement Income:

This website provides general financial information including interest rates and financial goal calculators:

Full website version