Get Your KiwiSaver and Investments Set Up Properly
Advice-led portfolio setup for people who want their money invested well — without full financial planning yet..
Now advising on over $130m for clients nationwide
Who this is KiwiSaver + Personal Investments designed for?
I am dedicated to building with purpose and clarity.
This tier is for people with income and savings who want their KiwiSaver and personal investments aligned and invested properly.
You may be a good fit if you:
Have KiwiSaver plus savings outside KiwiSaver
Want a clear, professional investment setup
Value advice-led decisions over DIY investing
Don’t need full financial planning or complex structuring yet and curiosity drive everything we do.
If you’re looking for budgeting help, debt planning, or full financial modelling, a higher tier may be more appropriate.
What’s Included
KiwiSaver review and optimisation
A review of your current KiwiSaver provider, fund, and settings to ensure they suit your goals, timeframe, and risk tolerance. If changes are needed, we recommend a better-aligned option and manage the switch for you.
Personal (non-KiwiSaver) investment strategy
A clear investment approach for money held outside KiwiSaver, using appropriate managed funds or investment platforms. This covers how your money should be invested, why, and how it fits with your overall situation.
Risk profile aligned across all investments
Your KiwiSaver and personal investments are assessed together so they reflect a consistent level of risk. This avoids situations where one part of your portfolio is conservative and another is taking unintended risk.
Portfolio construction and implementation
We design and build the actual investment portfolios based on the agreed strategy, then put everything in place — including account setup, fund selection, and execution — so the strategy becomes reality.
Initial documentation and clear investment rationale
You receive clear documentation explaining how your portfolio is structured, why each decision was made, and how it aligns with your goals. No jargon, no mystery.
Annual review and rebalancing guidance
A scheduled annual check-in to review performance, confirm settings are still appropriate, and provide guidance on rebalancing if needed — keeping the portfolio aligned as markets and your circumstances change.
Investment
$4,500 incl. GST setup and initial strategy
Ongoing advice fee: Up to 1.15% p.a. incl. GST on advised assets (depending on portfolio composition and complexity), reducing progressively with larger balances toward 0.25% p.a.
Our partners
Over 10 years of Wealth Management Expertise
Follow along @compoundwealth.nz
