We invest for the long-term.
We don't take big punts, or chase the latest investment fad.
We’re 100% New Zealand owned and operated with an in-house investment team who have a strong track record of managing wealth.
We've got really good online reports. Our team has developed a reporting model that gives investors a clear view of their savings.
Members can see:
Want to see for yourself? Check out our sample reports.
We answer the phone personally, reply to emails, and we follow up. We know what we are talking about. We treat our members like they are the lifeblood of our business…because they are.
We aim to lead the pack in transparency and disclosure. In addition to the required disclosure statements we need to supply by law (Periodic Disclosure), we are the only KiwiSaver scheme provider to become compliant with GIPS (Global Investment Performance Standards). GIPS are an internationally recognised set of principles and standards, aiming for full disclosure and fair representation of investment performance.