Generate

Generate offers expert KiwiSaver and investment services in Auckland. With years of experience, we deliver tailored financial solutions for individuals and families. We specialise in award-winning KiwiSaver schemes in a professional and welcoming environment. Our focus is on providing exceptional service and performance.

WHO WE ARE:

• We are a proudly New Zealand-owned and operated KiwiSaver provider, passionate about helping our members save for retirement.
• Our team of experts has years of experience in the financial industry, with a focus on providing exceptional service and advice.
• We are committed to responsible investing, with all our funds officially recognised as ‘Mindful Funds’ by Mindful Money.

WHAT WE DO:

• We offer a range of KiwiSaver schemes, including our award-winning Generate KiwiSaver Scheme, designed to help you save for your retirement goals.
• Our Managed Funds provide a smart and easy way to invest, with a range of options to suit your needs and goals.
• We provide expert advice and guidance, to help you make informed decisions about your financial future.

WHY CHOOSE US:

• We have a strong track record of long-term performance, with our funds consistently ranking highly in their respective categories.
• We are committed to exceptional service, with a focus on building strong relationships with our members and providing personalized support.
• We offer a range of resources and tools, including our Generate App, to help you stay on top of your finances and make the most of your investments.

FAQ
1. What is KiwiSaver and how does it work?
KiwiSaver is a voluntary savings scheme, designed to help you save for your retirement. It works by allowing you to contribute a portion of your income to a KiwiSaver scheme, which is then invested and grows over time.

2. How do I choose the right KiwiSaver scheme for me?
Choosing the right KiwiSaver scheme depends on your individual needs and goals. We recommend considering factors such as fees, investment options, and performance, as well as seeking expert advice from a financial advisor.

3. Can I switch my existing KiwiSaver scheme to Generate?
Yes, you can switch your existing KiwiSaver scheme to Generate. We make it easy to transfer your savings, and our team is here to support you every step of the way.