Concorde Wealth

Bespoke KiwiSaver Portfolios

Use KiwiWRAP access to build a custom KiwiSaver portfolio from 600+ securities.

What’s possible

  • Direct equities/ETFs alongside funds
  • ESG, sector tilts, and exclusions
  • Tax and cost-aware implementation

Risks

Custom portfolios require discipline and ongoing governance. We set that up with you.