Alex Nicholson smiling and looking out of the window in the hallway of The Advisory office

Small decisions now, big outcomes later

KiwiSaver

KiwiSaver is one of the most powerful tools you have to build financial momentum, whether you’re working toward your first deposit, setting yourself up with a solid nest egg, or leaving something behind for those you love.

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Alex Nicholson sitting outside The Advisory office while talking on the phone

The tricky part?

There are more fund types, providers and risk levels than most people have time (or patience) to compare. But choosing the right fund can make a meaningful difference to what your KiwiSaver could look like by the time you need it.

A bit of guidance goes a long way

We help you understand how KiwiSaver actually works, choose a fund that fits your goals, and optimise your gains.

How we help

  • Aggressive, growth, balanced, and conservative – they all have their place. The trick is matching the fund to your plans, timeframe and appetite for risk.

  • Regular contributions add up faster than you think. We help you get your contribution settings working in a way Future You will thank you for.

  • KiwiSaver can be a massive help when you’re aiming for that first set of keys. We walk you through how the withdrawal works, what you qualify for and how to make your move when the time comes.

  • New job? Change in income? Shifting goals? Your fund might need a refresh too. We check in, review your choices and help you adjust things as needed so your KiwiSaver stays aligned with where you’re heading.

What our clients are saying

  • Alex is very professional and knowledgeable. He made the process easy and understandable for us. He’s always been keen to help clarify things and make everything fit for our needs. Great to work with and chat to.

    Vincent

  • Alex's professionalism and efficiency are unmatched — every question we had was answered promptly, and every step was handled with care and precision. It’s rare to find someone who combines deep expertise with such a high level of personal service.

    Sophie

Give your future lifestyle the funds it deserves

From first-home saving to long-game investing, the right setup makes all the difference. We’ll help you check you’re on track for the retirement you actually want.

Find out your options

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The Advisory helps you look at the full picture, bringing together lending, insurance and KiwiSaver advice in one place.