KiwiSaver
We make KiwiSaver simple, helping you choose the right fund, provider, and contributions so your savings work harder for you..
What We Can Help With
Fund Type
Choosing the right fund type is key to growing your savings in a way that fits your comfort with risk and your long-term goals. Whether you’re new to KiwiSaver or reviewing an existing fund, we’ll help you understand your options, from conservative to growth funds, so you can make confident choices that suit where you’re at in life.
Provider
There are many KiwiSaver providers to choose from, each with different fees, investment options, and services. If you already have a provider, we’ll review your current plan to see if it’s the best fit or if there are better options. If you’re just starting out, we’ll guide you to a provider that offers value, service, and performance aligned with your needs.
Ongoing Service
It’s important to make sure your fund’s risk level matches your age and goals, whether you’re decades from retirement or planning to withdraw for your first home. We provide regular reviews and guidance to help adjust your fund type, provider, or contributions as your circumstances change, so your savings stay on track.
Choosing the right fund type is key to growing your savings in a way that fits your comfort with risk and your long-term goals. Whether you’re new to KiwiSaver or reviewing an existing fund, we’ll help you understand your options, from conservative to growth funds, so you can make confident choices that suit where you’re at in life.
There are many KiwiSaver providers to choose from, each with different fees, investment options, and services. If you already have a provider, we’ll review your current plan to see if it’s the best fit or if there are better options. If you’re just starting out, we’ll guide you to a provider that offers value, service, and performance aligned with your needs.
It’s important to make sure your fund’s risk level matches your age and goals, whether you’re decades from retirement or planning to withdraw for your first home. We provide regular reviews and guidance to help adjust your fund type, provider, or contributions as your circumstances change, so your savings stay on track.
Why it matters
Maximise Your Savings
Getting your KiwiSaver working hard today can help you reach the milestones that matter, whether it’s saving for your first home deposit or building a comfortable retirement fund. With the right choices, your savings can grow faster and get you closer to the life you want.
Access to Advice
Getting your KiwiSaver working hard today can help you reach the milestones that matter, whether it’s saving for your first home deposit or building a comfortable retirement fund. With the right choices, your savings can grow faster and get you closer to the life you want.
Confidence & Peace of Mind
Getting your KiwiSaver working hard today can help you reach the milestones that matter, whether it’s saving for your first home deposit or building a comfortable retirement fund. With the right choices, your savings can grow faster and get you closer to the life you want.
Nationwide Expertise, Local Feel
From Auckland to Invercargill, we work with Kiwis everywhere. No matter where you are, you’ll get advice that’s as personal as if we were sitting across the table.
Fresh, Modern, Relevant
We leave the old-school ways behind. Our advice is clear, jargon-free, and tailored to fit your life right now, and where you’re heading.
Fee-Free and Focused on You
You won’t pay us a cent for our advice. Instead, we focus on creating a personalised plan that puts your goals first.
Everything in One Place
Insurance, KiwiSaver, mortgages, we bring it all together so your finances are simple, connected, and easy to manage.
A quick process, with a lifetime of value
We offer a free consultation. This is a 15-30 minute chat to see if and how we can help. We'll be open about what service you need, what's involved, and any costs, so you can make an informed decision.
Introductory Chat
A quick conversation to understand your goals, your current fund, provider, and what you’d like KiwiSaver to achieve for you.
Fund & Provider Research
We review whether your current fund type matches your goals and risk profile, and check if your provider is giving you the best results. If not, we’ll compare across our trusted partnerships to find a better fit.
Recommendations Meeting
We present our advice, walk you through the options, and make sure everything is clear so you can feel confident in your choices.
Application & Setup
Together we complete the application, whether it’s joining KiwiSaver for the first time or moving to a fund that suits you better.
Implementation
Once approved, your KiwiSaver is set up, your balance will be transferred and contributions flow to the right place, without the admin hassle falling on you.
Ongoing Support
We review regularly to keep your fund aligned with your life and goals, making sure you stay on track for the retirement you want.
Our KiwiSaver Advice is Free
No Fees • No Catches • Just Clear Guidance
Why Clients Choose Us
Putting people first, every step of the way
Andrew Liu has provided exceptional policy advice, providing better insurance options and prices than our current agent and other agents who have reached out to provide policy advice. Highly recommend Andrew - his analysis of insurance options that best meet our needs has been beyond that from any other agent - first time I feel we have the best cover and premium prices for our personal insurances.
Lisa
We had a meeting with Tom from Invicta Financial. We honestly could not be more happy with how easy and stress free Tom has made it. His knowledge and experience in the industry made us understand it all with ease. Invicta financial really works for you, to give you the best cover that works for what we need right now. Couldn’t recommend enough, great service and would highly recommend to anyone who wants to understand their insurance and KiwiSaver easily!
Lisa
Great people, very helpful. Had an insurance claim last year and all I did was let Jared know and it was very smooth sailing with no stress at all. Highly recommend
Thor
Great to work with people that can advise you on how to better invest in your future. The service is fantastic and Lucas is very professional and took his time explaining various scenarios. Great, professional service.
Karen F
Thanks so much for taking the time & explaining the ins & outs. Finding me the best product for my situation. Really appreciated it.
Karen W
Great people and very helpful. Jared went above and beyond for my wife and I, lovely man.
Alex B
Invicta financial provided exceptional service, making insurance easy to understand and tailored to my needs as a young professional. Their team was attentive, proactive, and always available to answer my questions. Thanks to their expertise, I now have comprehensive coverage at an affordable price, giving me peace of mind. Highly recommend!
Tom F
Frequently Asked Questions
Everything you need to know about our services, process, and how we work with clients in Auckland, Christchurch, Wellington, and across New Zealand.