The key to unlocking financial freedom tomorrow lies in the financial decisions you make today. Finding the best KiwiSaver provider and identifying top-performing KiwiSaver funds can significantly shape your financial future.
Future Wealth stands out as a leading advocate for ethical and sustainable investment options. Our commitment to responsible investment ensures that your money is invested in funds that contribute positively to society, in New Zealand and globally.
Do you know where your current funds are allocated? You may unknowingly be supporting industries that don't align with your values, such as fossil fuels, tobacco, or arms manufacturing. We guide you through the complexities of understanding the financial, social, and environmental implications of your investment choices.
BEST PERFORMING KIWISAVER FUNDS
Selecting the best performing KiwiSaver funds is not merely about chasing the highest returns. It's about understanding your investment goals, risk tolerance, and how these funds align with your ethical and financial objectives.
From evaluating various investment options to accounting for the potential for both risk and return, there are several factors to consider. Your risk profile — ranging from Defensive to Aggressive — plays a critical role in this selection process. Each profile comes with its own set of characteristics in terms of volatility, expected returns, and suitable investment duration.
At Future Wealth, we specialise in offering comprehensive financial solutions tailored to meet your unique needs and aspirations. From ethical and sustainable investment planning to income protection insurance NZ and retirement savings, our services go beyond mere numbers and spreadsheets. We aim to empower you with the knowledge and tools to make informed decisions that contribute to your overall financial well-being.
HOW IT WORKS
Initial Consultation
Our approach starts with an in-depth kōrero, where we delve into your broader financial landscape and define your specific investment goals. This serves as the foundation upon which we build a great personalised financial strategy, compare your ideal KiwiSaver options, and give a KiwiSaver recommendation for you to select the top option.
Reviewing Your Investments
Our expert advisers then comprehensively review your current investments, including your KiwiSaver fund. This thorough analysis establishes a baseline, allowing us to tailor a more effective and aligned investment plan for you.
Researching Your KiwiSaver Options: Compare KiwiSaver Funds
After laying this groundwork, we enter the research phase. Our team rigorously examines market trends, asset classes, and various investment options. The result is a bespoke investment plan tailored to your unique needs and circumstances. This plan comes complete with a curated set of investment recommendations, offering you options and well-informed choices for your financial growth.
Portfolio Construction
This leads us to the vital phase of KiwiSaver portfolio construction. Here, we optimise your existing investments, including your KiwiSaver allocations, and guide you through additional opportunities in asset classes like equities, alternative funds, or real estate, all in alignment with your personalised strategy.
Ongoing Portfolio Management: Tracking Your KiwiSaver Fund
Our responsibility as one of the best KiwiSaver providers doesn't end after portfolio setup. We regularly review and adjust your investments to align with market changes and your personal needs. This continuous oversight aims to optimise your returns and financial security.
Assessing Your KiwiSaver Risk Profile
Before choosing any of the best investments Christchurch NZ, understanding your risk profile is essential.
Understanding your risk profile is pivotal in crafting an investment strategy that aligns with your financial goals and comfort levels. Risk profiles can range from Defensive to Aggressive, each with its own characteristics in terms of potential volatility, returns, and recommended investment duration.
Getting Started: Partner With Our Team for Your KiwiSaver
The journey to a more secure and fulfilling financial future begins with a simple step: saying "kia ora" and scheduling a complimentary coffee chat with a reliable KiwiSaver provider like Future Wealth. The aim is to get to know you better and understand your investment needs.
Comprehensive Financial Services
While we excel in providing top-notch KiwiSaver solutions, our expertise extends into other areas of financial planning as well. From retirement planning to risk management and estate planning, Future Wealth offers a holistic suite of financial services to complement your KiwiSaver investments.
The Importance of Ethical Investments
In today’s world, where climate change and social justice are pressing issues, the importance of ethical investments cannot be overstated. When you choose Future Wealth, you are opting for a provider that places a priority on investing in funds that meet stringent ethical criteria. This allows you to potentially enjoy good financial returns with the peace of mind that comes from knowing your investments are contributing to a better world.
At Future Wealth, our focus is on socially responsible and eco-friendly investment strategies, making certain that your financial contributions are fostering positive change both locally in Aotearoa and globally. Are you aware of the sectors and industries your existing investments are funnelling money into? Our expertise extends to guiding you through the complex terrain of financial, ecological, societal, and governance factors that influence each investment decision you make for your future.
Contact Us Today: Maximise Your KiwiSaver
Securing your financial future shouldn’t be left to chance. Take control today by opting for Future Wealth's specialised KiwiSaver investment plans. Reach out to us for a detailed consultation and personalised investment roadmap, designed to secure your financial future in New Zealand and beyond.
Embark On Your Financial Journey: Find the Right Fund
Choosing the right KiwiSaver provider and fund is not a luxury; it's a necessity for anyone who wishes to build a robust financial future. Future Wealth is here to assist you in navigating this essential financial decision. Schedule a consultation with us and take proactive steps toward securing your financial legacy.
We have a good old-fashioned kōrero, discuss your ‘big-picture’ and the goals you have for investing.
Our team looks at any current investments you have, including your KiwiSaver fund.
We then get out there and do the hard yards, bringing the best options to you in a fully-personalised investment plan with a choice of recommendations.
It’s portfolio building time. We tweak your KiwiSaver and support you to invest in shares, other funds or property, according to your plan.
We continue to re-assess and make adjustments to your investments as the market and life changes, to ensure the best return for your future.
SO WHAT’S YOUR RISK PROFILE?
TAKE OUR KIWISAVER FACT FIND BELOW
How to get started.
Say kia ora and tee up a free coffee chat (or tea if you’re that way inclined).