Understanding your position and designing a solution to suit
Interested in taking control of your KiwiSaver? Join us!
Talk to a Hamilton Hindin Greene adviser today!
Dial: 0800 10 40 50
Email: enquiries@hhg.co.nz.
Hamilton Hindin Greene has partnered with several KiwiSaver providers to offer tailor-made KiwiSaver accounts for both experienced and new investors. Our highly trained investment advisers will help you make informed decisions, avoid common mistakes, and optimise your retirement savings.
A brief synopsis of our partner offerings is below:
KiwiWRAP is an innovative self-select KiwiSaver scheme tailored for investors desiring customisable investment choices. This scheme empowers advisers to create portfolios specifically aligned with your personal financial needs, selecting from over 400 diverse investment options.
KiwiWRAP shifts the control of investment decisions from a single fund manager to a collaborative approach between you and your adviser. This partnership provides you with comprehensive transparency, allowing you to view detailed information on investments held, transactions made, income earned, taxes paid, and fees charged.
With the KiwiWRAP KiwiSaver Scheme, you and your adviser can invest in some of the world’s most prominent companies and exchange-traded funds (ETFs), including Apple, Vanguard, Tesla, and various index funds, among many other options tailored to your specific requirements.
The scheme is designed for investors with balances exceeding $50,000. To learn more about KiwiWRAP, please contact your adviser or click the link below.
The SuperLife KiwiSaver scheme offers a wide range of investment options to suit your needs, with no minimum investment required. You can change your investment strategy anytime, free of charge. The scheme provides access to various exchange-traded funds (ETFs), allowing you to invest in a diversified portfolio that can include international shares, bonds, and property.
SuperLife’s flexibility lets you tailor your investments to match your risk tolerance and financial goals.
All fees are clearly disclosed before you invest.
Read more about the SuperLife scheme here:
If you are just starting out on your KiwiSaver journey and putting aside a modest amount each month the Fisher Funds KiwiSaver scheme could be your key to the future. The longer and more you invest in your KiwiSaver account, the more money you could have either to buy a first home or to fund your retirement. Your adviser can collaborate with you to discover the reasons why the Fisher Funds scheme could be right for you.
Read more about the Fisher Funds scheme here:
https://fisherfunds.co.nz/kiwisaver
Ensuring your KiwiSaver portfolio is positioned to meet your needs is not a set and forget task. Your adviser will collaborate closely with you to create a portfolio to suit your stage in life. We will also formally review your KiwiSaver Investment portfolio with you on an annual basis to ensure it meets your needs going forward.
Hamilton Hindin Greene understands the importance of fees. We select competitive solutions that allow you and your adviser to tailor your portfolio to meet your needs, ethical views, and risk tolerance. All fees are disclosed upfront before you sign up. Despite offering bespoke advice, our adviser and fund fees can still be lower than the average KiwiSaver fee. This provides the advantage of a personalised investment strategy and access to an adviser whenever needed.
You can change providers or adjust your investment strategy at any time at no cost. This flexibility enables you and your adviser to choose the most suitable scheme and provide advice on a wide range of investment options. Regular reviews allow you to take advantage of market movements and align your KiwiSaver with your ethical views.
Take control of your KiwiSaver investment by contacting your adviser at Hamilton Hindin Greene today.
Dial: 0800 10 40 50
Email: enquiries@hhg.co.nz
