NZ Funds was founded in 1988 by Lion Nathan and ipac Securities. Today, it’s one of New Zealand’s best wealth management firms that have helped Kiwis save up for their retirement and make smart financial decisions. 100% Kiwi-owned, they’ve also reaped a personalised way of managing New Zealanders’ accounts and applied an active investment management approach.
You can invest confidently in NZ Funds KiwiSaver, as you know that you’re in good hands. They have a team of financial experts who aren’t afraid to take on any challenges in analysing market trends and investment strategies. Every penny is worth it when you make an investment with NZ Funds KiwiSaver — and the fees and charges are reasonable too. Get ready to invest in your future and enrol with NZ Funds KiwiSaver!
There are a large number of KiwiSaver funds out there today, all offering similar deals. However, with NZ Funds KiwiSaver, they’re managed by a team of world class experts who have collaborated with government institutions for the ‘Wealth at Work’ programme, which provides information about retirement savings, KiwiSaver, and wealth management.
NZ Funds KiwiSaver applies the principles of active investment management, which takes advantage of the ups in the world market. Your money doesn’t just ride with the market tide; instead, it’s managed to avoid pitfalls and to increase returns.
Being a member of the Responsible Investment Association of Australasia, NZ Funds take responsible investing seriously, and they only work with companies that comply with ethical standards.
This fund aims to expose you to income assets, thus giving you a stable way to invest. If you’re wanting to withdraw your funds in the next few years, this fund will be suitable for you.
This strategy is advantageous when you apply in NZ Funds KiwiSaver, as it mitigates the effects of inflation to your investment. With this, you get peace of mind with your KiwiSaver account.
If you’re not expecting to withdraw your money in the next decade, and would like to let your money grow aggressively, then this fund will suit you best.
With NZ Funds KiwiSaver, you’ll get access to a broad range of investment options in the global market, transparency by communicating fees and charges, online account management, and guidance from Authorised Financial Advisers.
NZ Fund KiwiSaver’s LifeCycle is the default investment option that allocates your money across the three strategies based on your age.
Generally, you’ll pay the annual fund charges, which covers the base fee (0.95% for income strategy, 1.05% for inflation strategy,1.10% for growth strategy), service charges (such as a supervisor fee), external manager charges, and performance charges.
4.6
Jordan was patient, pleasant and took the time to answer all of my questions. She made sure that I understood all the steps and was clear and concise in her replies. Jordan first verified that I was the person paying the bills and ascertained that my husband had already expressed a change to Pulse but wanted to speak with me first. As we are both older, we appreciate that Jordan had taken the time to ensure that we understood the importance of a smart meter as there are two dwellings on this meter.
Filomena had amazing customer service! She was very polite and respectful. She also was great at listening to my needs and offering solutions with options that had great savings. I would give her 10 stars if that was an option. If I decide to go ahead I would choose to go have her help me again. I have not had the best experience in the past with customer service reps so I would like to thank her for making this experience a good one. Kind Regards, Selena
Was an amazing ecperience to finally take a leap for change with the best offer. Excellent customer service provided and the most amazing help in detail and understanding. Very grateful for the persistence and patience. Thank you kindly
Thanks for the call and check in. You recommended I stay with my current provider as the rates were top notch. I'll touch base again in the next 12-18 months, you made it super easy. Great friendly and confident salesperson.
Philomena was efficient, patient and helpful. She had good data at hand to provide me with comparisons between what was offered and my current costs. She did a good job