Kiwisaver

Generate Wealth

We have a partnership with Generate, one of the fastest growing Kiwisaver Funds in New Zealand with over 80,000 customers. The Morning Star Kiwisaver Survey to March 2020 ranked all three Generate funds either first, second or third, for their five-year performances. They were also awarded a Gold Rating every year from 2016 to 2020 for the value for money assessment by SuperRatings.

Generate offers clients access to daily fund prices and up-to-date information via emailed newsletters, annual reports and audited financial statements. Your private login to their website provides full details of your investments.

Investments into the Generate Kiwisaver Scheme is supervised with full oversight by the Crown-owned Public Trust, one of New Zealand’s most respected and enduring trustee serving the business and corporate market in this country.

Contact Tim Symons at tim@symonsgroup.net.nz for more information.