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Videos

These videos give an overview of what you get as a member of the Kiwi Wealth KiwiSaver Scheme, as well as helpful explanations on investment risk and how Member Tax Credits work.

 

Why choose the Kiwi Wealth KiwiSaver Scheme?

 

Understanding investment risk

 

Member Tax Credits explained

 

Transfer to Kiwi Wealth easily online

 

Take control of your retirement income

 

Understanding your Investment Direction

 

What could you afford to contribute?

 

The difference between saving and investing

 

Understanding what shares and bonds are

 

Volatility! Here's what to do if the sharemarkets drop

 

Here's why understanding risk is important in investing

 

Why diversification is so important in investment

Free guides

These easy-to-digest guides, written by our experts, will help you plan a great future.

Make your KiwiSaver investment work for you in 5 easy steps

Make your KiwiSaver investment work for you in 5 easy steps

In this guide, you'll get some tips on the basics of investing, how KiwiSaver works in retirement and more.

First Home guide

5 stages of buying a home with KiwiSaver

Confused by how to use your KiwiSaver investment to get your first home? This guide explains from checking eligibility to getting back on track once you’re in your home.

Growing and protecting your wealth

Growing and protecting your wealth – a guide to understanding investment risk for Kiwi investors

If you're thinking about retirement but don't know how best to prepare for it, then this guide is for you.

Going global

Going global – your guide to offshore investing

This guide covers how diversifying into global markets gives you access to more investment opportunities. If you think global investing could add a dimension to how you invest, then this guide is for you.

Fact Sheets

Fact sheets to help you broaden your knowledge of investing.

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Understanding investment risk

Read more

fact-understand-global

Understanding why Kiwi Wealth invests globally

Read more

fact-understand-hedging

Understanding currency hedging

Read more

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Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

Interactive tools

Use these online tools to see if your Kiwi Wealth KiwiSaver Scheme account is on track, work out what you might need for retirement and more.

Risk Profiler
future-you-tile
Kiwi Wealth Chase
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Something Powerful

Tell The Reader More

The headline and subheader tells us what you're offering, and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

  • Bullets are great
  • For spelling out benefits and
  • Turning visitors into leads.

Retirement – get an honest picture of life over 65

We’re doing retirement wrong. Meet the experts redefining ageing and learn easy ways to prepare for the later stages of your life.

rethinking-old

Rethinking "old"

Kiwis are living for an extra 25 years and 45% of 65-69 year olds are still working. Age and Work Consultant Geoff Pearman tells journalist Carly Flynn why we urgently need to rethink 'old.'

why-we-put-things-off

Why we put things off

Studies have shown 40% of people have experienced financial loss because they procrastinate. Carly Flynn finds out how to overcome nature with psychologist Sara Chatwin.

nz-in-20-years

NZ in 20 years

New Zealand will have a population of 6 million in 2038. 40% of us will be over 50. Carly Flynn chats with Social Trends Researcher Clare Hall-Taylor to get a grasp on the future.

retirement-truths

Retirement truths

Carly Flynn chats frankly with Kaye, who turns 65 next year, and her husband Danny who has been retired for three years.

Live your values by investing responsibly

At Kiwi Wealth, we believe in investing in companies that meet environmental, social and governance criteria, without compromising returns. Find out more about Kiwi Wealth’s approach to investing in an imperfect world.

 

Simon O’Grady on RI video

Hear about how we invest responsibly from our CIO.

Responsible investing blog

Responsible investing blog

Read an overview of our approach to responsible investing.

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RI whitepaper

Read the details of how we invest your money responsibly.

Kiwi Wealth KiwiSaver Scheme Forms

Application form

Use this form to transfer from another KiwiSaver provider or to join KiwiSaver for the first time. The form can be used by those who are employees, self employed, children or not employed.

 Application form

Need more details? Go to Membership Options.

 

Transferring non-KiwiSaver superannuation scheme funds

Please use this form if you wish to transfer funds from a non-KiwiSaver superannuation scheme into your Kiwi Wealth KiwiSaver Scheme account. If you are not a member of the Kiwi Wealth KiwiSaver Scheme then you will need to complete the application form.

 Authority to Transfer Funds from a New Zealand Superannuation Scheme form

 

Limited access form

Please complete this form if you wish to nominate another person to access information about your Kiwi Wealth KiwiSaver Scheme account. This form permits your limited access person to make enquiries and receive information; it does not permit them to make any changes to your account.

 Limited Access form

 

Member account access through Kiwibank

Please complete this form if you wish to allow us to share the details of your Kiwi Wealth KiwiSaver Scheme member account with Kiwibank, so that you can access it through Kiwibank.

 Authorisation to share member account information with Kiwibank form

 

Authority to transfer Australian complying superannuation scheme funds

Please complete this form if you wish to transfer your Australian complying superannuation scheme funds to the Kiwi Wealth KiwiSaver Scheme. If you have savings located in more than one fund in Australia, you will need to complete this form for each individual complying superannuation scheme.

 Authority to transfer form

 

First or second-chance home withdrawal

First or second-chance home withdrawal form for members of the Kiwi Wealth KiwiSaver Scheme.

 First Home withdrawal form

Looking for more information on buying your first home with KiwiSaver? Check out our KiwiSaver for first home buyers section



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