A cornerstone of your retirement strategy.
KiwiSaver plays a critical role in building long-term financial security. At BeaconPoint, we help you make informed KiwiSaver decisions by recommending a suitable provider and investment option from a carefully selected group of trusted partners.
We start by understanding your goals, time horizon, and comfort with risk. From there, we assess the available KiwiSaver options and recommend a solution that aligns with your objectives — including your ethical preferences where relevant. As your circumstances change, we review your KiwiSaver alongside the rest of your financial strategy to ensure it continues to support your long-term plans.
While KiwiSaver providers manage the underlying investments, our role is to guide you — helping you choose the right structure, monitor its suitability, and make changes when needed. You remain in control of your KiwiSaver, with professional advice supporting every decision.
With BeaconPoint KiwiSaver guidance, you receive:
- Advice-led selection of a KiwiSaver provider and fund
- Recommendations aligned to your goals, risk profile, and time horizon
- Consideration of ethical and responsible investment preferences
- Ongoing suitability reviews as your circumstances evolve
- Clear explanations and support when switching providers or funds
- Integration of KiwiSaver into your broader financial plan