Kiwisaver

Generate

The Generate KiwiSaver Scheme

Adding yet another product to our financial service portfolio and working with our preferred KiwiSaver provider, Generate, Sustainable advisers are now able to offer you free class advice about your KiwiSaver account.

Why you should think about KiwiSaver advice?

KiwiSaver is an excellent way to save for your retirement and also help purchase your first home. We are more than happy to explain how KiwiSaver works and how you can make the most of your savings to build a retirement nest egg for yourself.

Only 10 – 20 per cent of Kiwis have received KiwiSaver financial advice [1]. More than one third of KiwiSavers do not know which fund they are in [2], and over one third of all funds invested are in default or conservative funds [3].

Not all funds are the same. According to the sorted.org.nz KiwiSaver fund finder the performance of growth funds over the past five years range from -4.30 %p.a right up to 7.51 %p.a. With many KiwiSaver accounts now showing balances in excess of $10,000, your KiwiSaver fund can quickly become your second largest asset after the family home.

With the possibility of being invested in a fund not suitable to your risk tolerance and therefore potentially missing out on tens of thousands of dollars towards your retirement savings, can you afford not to talk to a KiwiSaver specialist?

Why the Generate KiwiSaver Scheme?

New Zealand owned and operated, Generate are specialists in their field, focusing solely on retirement savings.

Generate are proud to be rated first equal for services out of all KiwiSaver funds by sorted.org.nz, along with providing growth funds utilising 10 to 15 market leading international equity managers, with outstanding long term track records.

With an investment committee combining over 90 year’s investment experience, Generate’s goal is simply to help you grow your savings and achieve the lifestyle you want in retirement.

Being QROPS approved, Generate provide a free service assisting with UK Pension transfers. This is also the case for Australian Superannuation transfers.

For no cost, no obligation advice about the Generate KiwiSaver Scheme, contact a Sustainable adviser today.

Alternately, apply online by visiting the Generate Website.

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