Managed Investments
Grow your wealth beyond KiwiSaver, with advice you can understand.
Managed investments give you more flexibility, more choice, and more control over your financial future. We'll help you build a portfolio that makes sense for your goals.
The basics
What are managed investments?
Managed investments are pooled funds run by professional fund managers. You invest your money alongside other investors into a diversified portfolio of shares, bonds, property, and other assets.
Unlike KiwiSaver, you can access your money at any time. There's no lock-in until age 65. They're a way to grow your wealth for goals like education costs, a second property, early retirement, or simply building a financial buffer beyond KiwiSaver.
You don't need to be wealthy to start. Many managed funds accept investments from as little as $1,000.
Beyond KiwiSaver
Why invest beyond KiwiSaver?
KiwiSaver is a strong foundation, but it's locked away until you're 65 (or buying your first home). Managed investments give you flexibility for life's other milestones.
Access your money anytime
No lock-in. Withdraw when you need to.
Diversify beyond KiwiSaver
Different fund managers, different assets, broader exposure.
Build towards any goal
Education, property, early retirement, financial freedom.
Our providers
We access NZ's leading investment providers
We're not tied to any single fund manager. We compare across the market to find the right investment approach for your situation and goals.
Investments work best as part of a bigger picture
Your investment strategy should complement your KiwiSaver and be protected by the right insurance. We can help with all three.