Are you in the right KiwiSaver fund for your goals?
Most Kiwis set and forget. Get a free, personalised review from a licensed adviser to check if your fund, provider, and contributions match your first-home or retirement plans.
A thorough check of your KiwiSaver
We look at four key areas to see whether your KiwiSaver is genuinely working for you.
Fund Type Check
Conservative, Moderate, or Growth? We ensure you aren't risking too much or growing too slow.
Contribution Review
Are you putting in the optimal amount to maximise government and employer contributions?
Goal Alignment
Whether it's first home buying or retirement, we align your timeline to your fund.
Provider Fit
Banks aren't always best. We compare your setup against market leaders.
This review is for you if…
Whether you're buying your first home, planning for retirement, or just unsure — we can help.
The First Home Buyer
Need your deposit safe but growing? We'll make sure your fund is aligned to your homeownership timeline.
The Retirement Planner
Need to maximise wealth over the long term? We'll check your fund type and contributions are optimised.
The Unsure
Haven't checked your settings in 2+ years? You're not alone — a quick review can make a real difference.
You're in control of your KiwiSaver
Three simple steps. No paperwork, no pressure, no cost.
Book Online
Choose a time for a Zoom call or in-person meeting (Auckland). Takes less than 60 seconds.
We Review
We analyse your current fund, fees, and performance against your goals and timeline.
You Decide
We give plain-English advice. You choose if you want to switch or stay. No obligation ever.
Meet the team behind your review
Licensed, experienced, and genuinely here to help you get the most from your KiwiSaver.
Jordan
Licensed Financial Adviser
KiwiSaver & Insurance
Tony
Licensed Financial Adviser
KiwiSaver & Insurance
Alex
Licensed Financial Adviser
KiwiSaver & InsuranceReal feedback from real Kiwis
People who took 15 minutes to get their KiwiSaver reviewed.
"Helped me understand my fund for the first time. I had no idea I was in a conservative fund when I should have been in growth."
"Guided us step-by-step for our first home withdrawal. They made the whole process feel easy and stress-free."
"The advice was clear, helpful, and easy to act on. No pressure, no jargon. Just honest guidance."
Smart questions you may be asking
Everything you need to know before booking your free review.
Yes, we are paid by providers if you choose to switch, so there is no cost to you for the review. If you decide to stay with your current provider, that's absolutely fine.
No. There is absolutely no obligation to switch. Our job is to give you clear, honest advice. The decision is always yours.
Independent KiwiSaver advice, focused on what's right for you. We're not tied to any single provider — we recommend what's best for your situation.
Zoom nationwide — so no matter where in New Zealand you are, we can connect. Auckland clients also have the option of in-home or office meetings.
Terms apply for completed reviews. Please ask your adviser for the latest details on any current Prezzy Card promotions.
Book Your Free Review
Fill in your details and we'll be in touch to arrange a time that works for you.
Free. No obligation. Takes 60 seconds.
What happens next?
After submitting your details, we'll match you with the right adviser and send a booking link. Auckland clients can choose in-person or Zoom. All other regions connect via Zoom — same great advice, just online.
Confidence and clarity for your family's future
Your KiwiSaver could be working harder for you. Whether it's your first home, building a nest egg, or simply making sure you're not leaving money on the table — a 15-minute review with a licensed adviser can make all the difference.
Get Started — It's Free
