Design your dream portfolio with your own personal adviser
The Compound Pro KiwiSaver Scheme gives you peace of mind and control over your wealth management world, with your adviser to guide you along the way.
The value of advice has never been more important. Recent market volatility highlights the importance of having an adviser to help you with decisions that may have a long-term impact on the value of your investments.
You and your adviser will work together to design a portfolio for your specific needs.
What you get
Your own customised investment portfolio to fit your unique goals
Choose from over 400 New Zealand and international investments
Full transparency of fees and taxes
Align your KiwiSaver investment with your social responsibility preferences
Ability to change your investments as circumstances change
Choose from many of the world’s largest companies
Access to leading fund managers
Next steps
1.
Schedule a call with an adviser to discuss if KiwiWrap is right for you
2.
Review our Authorised Investment List of securities and investment options
3.
Complete our fact-find to highlight key goals and investment preferences
4.
We will present our investment strategy recommendations to you
5.
Once you’re satisfied we will implement your custom KiwiSaver investments
6.
You will receive an annual review of your investments going forward