Investing for retirement - accumulating wealth

Investing for (rather than inretirement requires the following core components:

1. A target amount - we find 99.9% of everyone we speak to needs our help in working this out.

2. An approximate retirement date - your first answer will probably be "in the next 10 years" followed by "before I'm 65" followed by "I may never retire but..." We find most people identify with "I want to be able to choose when I retire rather than be forced to keep working"

3. Somewhere to start a regulart contribution in addition to KiwiSaver - lets face it, KiwiSaver is brilliant, and it won't be enough.

4. A well diversified and well constructed invesment portfolio that you can touch and feel 24x7

Investment research suggests that 90% of investment returns are derived from the asset allocation, so naturally, this is where the majority of our focus is directed for constructing your portfolio

 

Tell me more Obi-Wan

Tailored

Investments that suit your requirements are selected by us from a range of Australasian managed funds, bonds, shares and cash products, all selected based on independent research from our partners at Mercer.

 

Highest Quality

We choose from funds we believe are capable of strong, consistent performance - chosen via a stringent selection process, based on information from our independent research partner, Mercer (NZ) Limited.

 

Accessible

Receive performance reports by or email, or better yet access your portfolio online in real-time 24x7

 

Easy

Get a single consolidated tax report at the end of the Fianancial Yeal with the information needed to complete your tax return quickly and easily.

 

Advice

We will review your portfolio with you so that it always reflects your needs and lifestyle.

 

Take a tour of our preferred investment platform here