At Compound Wealth, we have access to a new, low-cost, open-architecture KiwiSaver Scheme that gives you more control and flexibility on your retirement savings. With this unique offering, you have access to over 400 securities (ETF’s, funds, direct equities & bonds) allowing you to build your own investment portfolio that suits your goals, needs, and appetite for risk.

Maximise your returns for retirement with Compound Wealth’s list of the best KiwiSaver funds in each category for 2024. We help you decide how to invest.

Allow us to walk you through an example of live cashflow modelling, illustrating how we incorporate KiwiSaver and investment advice to help clients make informed decisions for a secure retirement.

Financial advice can help you navigate key financial decisions, ensuring better long-term outcomes, greater financial security, and peace of mind.

We highlight the three worst-performing KiwiSaver funds in each multi-sector category based on their most recent 5-year average performances as at 31 June 2024, after fees but before tax.

Maximise your returns for retirement with Compound Wealth’s list of the best KiwiSaver funds in each category for 2024. We help you decide how to invest.

Imagine a world in which you could start investing in KiwiSaver and grow it over time to cover all your retirement spending needs. It’s possible, but nearly no one will achieve this objective. For many, KiwiSaver will only cover a fraction of their retirement spending needs, and they’ll need to make up the gap another way.

KiwiSaver is a fantastic opportunity to invest in companies that have a positive impact socially and on the environment. In this post, we break down what makes a KiwiSaver fund option ‘ethical’, and give you our top two picks. Check it out!

Your KiwiSaver may be one of your largest assets. As such, the choice of what provider and what fund you choose is one of the most important decisions you can make to achieve your financial goals.

Does changing to a different KiwiSaver manager based on recent past returns really lead to better returns in the future? does switching to a different KiwiSaver manager based on fees lead to better or worse returns in the future? What’s the impact of your allocation to shares, bonds and cash on overall KiwiSaver performance?

If you are a first-time home buyer you may be eligible to withdraw some of your KiwiSaver savings to put towards a deposit on your first home. You can withdraw your entire KiwiSaver balance including any Government and employer matched contributions that you may have received however, you must leave a minimum of $1,000 in your account.

The concept of retirement has changed considerably in the last 143 years. In New Zealand, public pensions did not exist until 1898. Those aged 65 plus could apply but were subject to a rigorous means test that covered both income and assets.

The bucket investment approach is a strategic method designed to provide a steady income stream while maintaining long-term growth potential through careful asset allocation.

So you’re an Australian moving over to New Zealand and you want to know how to move your super? Or are you a Kiwi that’s previously worked in Australia? You could have unclaimed Australian superannuation!

Want to know how to move your Super to KiwiSaver? If you move permanently to Australia, you can transfer your KiwiSaver savings to an Australian superannuation scheme.

Maximise your returns for retirement with Compound Wealth’s list of the best KiwiSaver funds in each category for the last quarter. We help you decide how to invest.

Maximise your returns for retirement with Compound Wealth’s list of the best KiwiSaver funds in each category going into 2024. We help you decide how to invest.

How KiwiSaver works and why it’s worth having?

We have come up with five tips KiwiSaver members can use to help bolster their savings accounts. Now is as good a time as any to think about how you are invested in KiwiSaver and take positive action on what will be one of your biggest and most important assets in the future. Here are Compound Wealth’s top five tips on how to maximise your KiwiSaver in 2024

Whats the best performing KiwiSaver Scheme? We assess the latest Morningstar KiwiSaver Survey as at 30 September 2023 and breakdown the top 3 best performing KiwiSaver funds in each multi-sector category. Please note past performance is not an indicator of future performance. For KiwiSaver advice please complete our KiwiSaver discovery quiz at www.compoundwealth.co.nz/kiwisaver