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Latest News & Updates

Don't stay in the dark

Thursday, April 11, 2019

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Do you need UK Pension Advice? Have you previously lived or worked in the UK and you’d like to bring your pension home?

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NZ Funds KiwiSaver Scheme top rated for service. Again.

Friday, March 22, 2019


NZ Funds has recently announced that it was the top rated KiwiSaver Scheme in New Zealand for service with a score of 99% as ranked by Sorted. Sorted is a website run by the Commission for Financial Capability and surveys KiwiSaver providers regularly to rank their commitment to service.

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Advisers over Banks

Friday, February 22, 2019

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Kiwis are so loyal. Time and again I hear from clients “I’ve banked with this bank since I was a kid so I’d rather stay with them”. This is admirable, but the experience I can relate to you of some, is very different.

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Amazing Mortgage Rates

Monday, December 10, 2018


So. What am I supposed to feel about reputably the best rates offers made since the second world war being offered to me now? If you are not aware, the Major banks are currently offering Mortgage rates of less than 4% for short fixed terms announced by a front page spread in the NZ Herald at the beginning of November. Should I be excited about this?

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Join our market leading KiwiSaver provider

Wednesday, October 10, 2018

We were delighted that our focus on providing outstanding service to our KiwiSaver members was recognised in the latest Sorted survey, where the Scheme we provide was ranked first equal for member services across all KiwiSaver Schemes. Sorted is the website run by the Commission for Financial Capability, an independent body.

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HopeWalk Rotorua

Wednesday, September 19, 2018

HopeWalk Rotorua

Chris Smith and Thomas O'Leary have been helping run HopeWalk Rotorua for a couple of years now. We are super proud to be part of supporting this worthwhile cause.

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