Bespoke KiwiSaver Portfolios
A KiwiSaver portfolio designed around you.
Providing you more control over how your KiwiSaver is invested.
We collaborate to create a KiwiSaver Portfolio which has your intentions in mind. With access to 600+ securities, from individual stocks all the way to crypto, we allow you to have more say in how you are invested.
What makes it different
- More control — your allocation can be constructed intentionally.
- More transparency — understand what you own and why.
- More alignment — connect KiwiSaver with your wider portfolio and plan.
- Broader opportunity set — access a large universe of investment options.
What’s possible
- ETFs and individual securities as building blocks.
- Thematic exposures and tailored tilts where appropriate.
- Values-alignment through exclusions or preferences.
- Alternative exposures (where suitable and within your risk comfort).
Important consideration
Bespoke portfolios bring flexibility — and that flexibility requires discipline. We partner with you to keep the portfolio intentional, monitored, and aligned over time.
Ready to take the next step?
Answer a few questions so we can understand what matters to you before the first conversation.
FAQ
Is a bespoke KiwiSaver portfolio right for everyone? ⌄
Not always. It’s best suited to clients who value control, transparency and are comfortable with ongoing governance and review.
Do you include crypto in every portfolio? ⌄
No. If included, it’s only where appropriate to your risk comfort, time horizon and overall strategy.