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Secure your future, buy your first home. Kickstart your journey to financial independence with KiwiSaver.

Save for the retirement you want

A retirement funded by NZ Super alone is unlikely to offer any more than a 'no-frills' lifestyle. This is why more and more New Zealanders are using KiwiSaver to save for the retirement lifestyle they desire.

The Government-backed scheme is designed to encourage regular savings throughout your life, and if you're employed, your employers may also contribute to your fund on an ongoing basis. Plus, contributing members can benefit from annual Government contributions: for each dollar you contribute, the Government adds an extra 50 cents to your account, up to a maximum of $521.43 each year. Sound like a no-brainer?

Step on the property ladder

The other important feature of KiwiSaver is the ability to withdraw almost all of your funds (except for $1,000) to purchase a first home. Additionally, you may be eligible for a KiwiSaver FirstHome grant of up to $5,000 for an existing home, or up to $10,000 for a new build. 

Many Kiwis are taking advantage of this option to step on the property ladder and start building their wealth. 

We can help you

Like to discuss your KiwiSaver needs? Please don't hesitate to contact us. We can help structure your KiwiSaver for your short and long-term financial goals.

FAQs

Have a few questions? We're here to help.

  • What do you charge for your advice services?

    We do not charge our clients for our services; instead we receive commission from the insurance provider once the agreed solution is confirmed. We receive this remuneration in the form of upfront and trail commission. To find out more about how we are remunerated, please view our Disclosure Statements on the About Page.

  • Why should I get advice?

    There are lots of reasons, but if we were to sum it up in three key points it would be: (1) We do the legwork and assess - from multiple providers - the right options for you from the market (not just one company). Then we couple that with recommendations and information so you can make an informed choice for your needs. (2) We’re in your corner should you need to make a claim - we do all we can to reduce stress and facilitate the claim process for you. (3) It’s an ongoing relationship - we’re here for your questions at any time; you deal with the same person who knows you and your circumstances.

  • Do you help at claim time?

    Absolutely. Every step of the way. From helping you with forms and documentation, to negotiating with the insurers on your behalf. We’re in your corner to help alleviate claim-time-stress so that you can focus on what matters most – you and your family.

  • What should I spend on insurance?

    Like insurance itself, there is no single answer to this question. It depends on your areas of risk and needs. Having says that though, it is really important that you don’t spend too much by taking out unnecessary cover or excessive levels of cover, or too little, which may leave you financially exposed should the unforeseen happen. Getting it just right for your needs and budget is a big part of what we do.

Testimonials

Fantastic service, professional team. A family run business that will always work with your best interest at heart!
Faieka Cassiem
Shane has guided me with all avenues when it comes to KiwiSaver and my 1st home purchase. Shane is very knowledgeable and has an excellent appreciation for your needs when it comes to your insurance!
Rhys Pemberton
Joseph is always friendly and goes out of his way to assist clients. He is open and honest with his advice and highlights any risk you may be facing. I recommend chatting to Joseph on an annual basis to review your insurance position.
Zelda Thompson
Fantastic! Shane is someone who really wants the best for his clients Highly recommended.
Jono Frankle
Joseph made the whole process simple and straightforward. Highly recommend his services.
Shannen Lyons
Shane helped me a lot with my insurances and Kiwisaver. He is very professional and knowledgable. I highly recommend him.
Steven Matthew

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