Couple swimming in a clear natural water

KiwiSaver

Home

Maximise your KiwiSaver investment

These days, you can save for retirement with a helping hand from the New Zealand Government and your employer, but how do you know which KiwiSaver option is best for you?

Just being a KiwiSaver member doesn’t mean the job is done, there are a lot of other factors to consider too. What life stage are you at? Are you in the right fund to meet your retirement goals? Are you saving enough? Our team of expert Financial Advisers can advise you on the best KiwiSaver fund to help meet your retirement aspirations.

Our process

Illustration of a man meeting with a NZBritannia adviser

Getting to know you

The first step is for us to get to know you a little better - to understand your financial goals and aspirations. For example, what you want your retirement to look like, your attitude to investment risk and how KiwiSaver fits into the overall equation.

Illustration of a personalised plan document

Creating a personalised plan

Once we know and understand your financial goals we will create a tailored and long-term plan to help you achieve your goals. This includes an assessment of any investments or insurance you already have in place, including your KiwiSaver investment.

Illustration of a man meeting with a NZBritannia adviser

Implementing the plan

If you are happy to go ahead with the plan outlined, we will liaise with any product providers and help you with all of the paperwork.

Illustration of a hand holding a mobile phone dialling NZBritannia

Keeping the plan on track

We don’t say goodbye once the plan is in place. We will work with you over the long-term to make sure that your plan continues to meet your needs.

Related articles

People camping in New Zealand under the starsPeople camping in New Zealand under the stars

Market Update: Insights for Integral Master Trust investors and the broader New Zealand market

12/11/2024

Stay informed with our latest market update, discussing inflation trends, central bank actions, and the performance of key economies. Discover valuable insights for Integral Master Trust investors and the wider investment community in New Zealand.

Read article
Couple taking a photo of New Zealand sceneryCouple taking a photo of New Zealand scenery

Perceptions of value: Understanding behavioural biases in investment decisions

11/11/2024

Discover how behavioural biases like loss aversion, framing, and anchoring shape investment decisions and outcomes. This article delves into the emotional factors influencing investors and offers insights for improving long-term investment performance.

Read article
Aerial view of green hills rising above mist, symbolising clarity in volatile markets – Q4 2024 market update.Aerial view of green hills rising above mist, symbolising clarity in volatile markets – Q4 2024 market update.

Market Update: Clarity amidst the clouds

9/10/2024

Stay informed with our Q4 2024 Market Update, covering economic trends, central bank moves, and strategies for navigating market volatility. Find clarity in uncertain times with a focus on long-term investment goals.

Read article