FREE KIWISAVER RECOMMENDATIONS

About us

 

Who is National Capital?

We are Financial Advisers specialising in KiwiSaver & Investment research. National Capital was founded in 2018 and now advises Kiwis on over $7 million of their KiwiSaver savings. We are based in Auckland, but serve clients all over New Zealand. We provide free KiwiSaver advice, with the goal of empowering one million Kiwis to become financially secure.

We're always happy to chat, so please feel free to contact us

 

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Clive Fernandes

Authorised Financial Adviser

Clive is one of a small proportion of financial advisers in New Zealand who are Authorised Financial Advisers. Prior to launching National Capital, he worked for Findex, an Australia/NZ advisory firm with over seventeen billion dollars in funds under advice. He launched National Capital with the intention of helping more Kiwis become financially secure.

Email: clive.fernandes@nationalcapital.co.nz

 

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James McKelvie

Authorised Financial Adviser

James has a Masters degree in Applied Finance and is an Authorised Financial Adviser. He has experience in both the design and delivery of financial advice. James works on the advice logic and the financial strategy behind it. James previously worked for Findex New Zealand Limited, advising high net worth families and trusts on creating long term, generational wealth management strategies.

Email: james.mckelvie@nationalcapital.co.nz

 

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David Anamosa

Investment Research

David is super passionate about investment research. He has a Masters in International Business from the University of Auckland and a Finance Major at the University of Texas McCombs School of Business. He has worked for FactSet Research Systems as a Consultant in the Investment Management branch.

Email: david.anamosa@nationalcapital.co.nz

 

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Arran Cunningham

User Experience Design

Arran is an experienced Digital Designer with a demonstrated history of working in the retail industry. Skilled in Web design/development, Motion Design & Branding with attention to detail. He has a Bachelor of Media Arts - Graphic Design Major from Waikato Institute of Technology.

 

A disclosure copy of any of our advisers is available on request and free of charge. Please feel free to get in touch with us for any help with your KiwiSaver account or investments. 

Rest of the team...

We're helped by an amazing team of support staff who help us in client administration and KiwiSaver research. We're also very lucky to have an advisory board of some very experienced and smart Kiwis who are there to guide us on our journey to help 1 million Kiwis become financially secure. 

A big thank you to our past and present interns for their work at National Capital!


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Alex Dam
Alex studies a Bachelor of Business majoring in finance and entrepreneurship at Auckland University of Technology. He is passionate about startups and combat sports. He worked alongside David to research and perform qualitative and quantitative analysis on several KiwiSaver funds, which then were used to create comprehensive research reports. Alex also assisted in the refinement of National Capital's Investment selection process. 


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Alicia Reid
Alicia is an Economics and Finance student at Auckland University of Technology. She was previously a Ballerina at The Mikhailovsky Theatre in Saint Petersburg and is now starting her new career in Business. She assists our Authorised Financial Advisers in processing clients' KiwiSaver Recommendations, creating advice documents and coming up with new content for National Capital's website.

 

 
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Ashay Shekatkar
Ashay has a Master of International Business from the University of Auckland. As an Investment Analyst, he performed quantitative and qualitative research on KiwiSaver fund managers to create research reports, performance reports, and fund updates. Ashay also assisted with IT support. 

  


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Asyila Syarief
Asyila has a Bachelor of Business majoring in finance and economics from Auckland University of Technology. As a communications management intern,  her responsibilities include content creation. Take a look at her contribution to our KiwiSaver Blog.



 

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Emilly Liang 
Emilly has a Bachelor of Business majoring in finance from Auckland University of Technology. Her responsibilities included communications management and content creation. Take a look at her contribution to our KiwiSaver Blog.


  

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Finlay Benton 
Finlay is a third year student at AUT, majoring in Finance and is currently on the Dean's Honour Roll in the Faculty of Business, Economics and Law. He is also undertaking his Co-Operative placement over the Summer of 2020 with National Capital as a KiwiSaver Paraplanner. Take a look at his contribution to our KiwiSaver Blog.





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Megan Palmer 

Megan has a Bachelor of Business majoring in finance and management from Massey University. She was one of our first interns and established our KiwiSaver Blog. Take a look at her contribution to our KiwiSaver Blog.




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Naman Thapar
Naman is majoring in Information Systems and Computer Science at the University of Auckland. During his time at National Capital, Naman worked on a variety of tasks. These tasks included developing a business case, and research towards improving the digital advice logic of the company’s advice algorithm. Naman played a crucial part in analysing client’s information and providing clients human-made decisions that could be further implemented into AI. His initial research into process management systems helped National Capital establish a proficient structure for complex scenarios and troubleshooting.

 

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Peijun Song
Peijun has a Master's degree in Applied Finance from Auckland University of Technology. Peijun has been one of our interns since July 2020. She was mainly in charge of the maintenance, oversight, and improvement of our company policies. Now she takes the responsibility of creating Mandarin blogs on our website. Take a look at her contribution to our KiwiSaver Blog.

 

   

Philip Richard Jansen LinkedIn LogoPhilip Richard Jansen
Philip is studying for a Masters of Global Business at Auckland University of Technology. He loves the outdoors and going on small adventures. National Capital has taught Philip a great deal about becoming a creative thinker and what it means to work in a team environment. He found that he is extremely dedicated to and enthusiastic about investing. His responsibilities include qualitative and quantitative analysis on several KiwiSaver funds and showcasing the result of his research on the website for everyday kiwis. 



 

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Rishabh Shah
Rishabh is studying a Bachelors degree in Information Systems and Computer Science at the University of Auckland. Passionate about data and exploring new technologies, his entrepreneurial and technical skills played a large part in National Capital's early stages. He obtained stakeholders' requirements, mapped user stories, and communicated with technical and business stakeholders. He also presented a business proposal to stakeholders which was implemented and achieved great success. 



   

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Rui Shen

Rui is an Authorised Financial Advisor with a Master degree in applied finance. She worked with James to deliver high-quality personalised solutions in KiwiSaver investments for our clients. Her major responsibilities include analysing clients' financial information, generating the statements of advice and investment strategy modelling.




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Tashia Kemps

Tashia has completed her bachelor degree in Business Management specialising in Marketing at Unitec Institute of Technology. As a marketing intern she worked with David to carry out market research and testing for new business in the Waikato region. She was also able to assist in analysing current marketing and sales funnels for National Capital.

 


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William Austin
William studies a Bachelor of Business majoring in Finance and Economics at AUT. With an eye towards postgraduate research in Economics and Finance, William enjoys learning about and sharing his knowledge of personal finance to others. As a user communications intern, William has helped contribute to National Capital’s blog (click here to see). His work continues on with the work of our previous communications interns by expanding on their blog posts and contributing new insights for our blog readers.


 

 

What is our story?

All New Zealanders deserve to be financially secure but only 1 in 3 of us feel that way now. National Capital wants to help Kiwis do better. We believe that the first step to achieving our mission is to maximise our KiwiSaver opportunity. 

National Capital was founded in 2018 and now advises Kiwis on over $7 million of their KiwiSaver savings. We are Financial Advisers specialising in KiwiSaver & Investment research. 

National Capital is a Registered Financial Service Provider (FSP639129) and is supervised by the Financial Markets Authority (FMA). We are based in Auckland, but serve clients all over New Zealand. 

 

What are our values?

National Capital is formed on the principles of pūataata (transparency), tikanga (ethics) and taurikura (prosperity). 

Our ethics policy is built on five pillars: Transparency, Client First Decisions, Competence, Confidentiality and Professional Behaviour.

Everything we do will be in an ethical manner and we will allow you to be the judge of that by being 100% transparent. Underpinning these five pillars is Integrity, which we define as being consistent in our application of the above principles, and holding not only ourselves but everyone in our company to the same high standards.

 

What do we offer?

We provide free personalised KiwiSaver advice with the goal of empowering one million Kiwis to become financially secure. We help our clients select an appropriate KiwiSaver provider and fund which suits their goals, requirements and financial situation. Our research covers more than 100 KiwiSaver funds from 12 different KiwiSaver Schemes. 

Let us help you - start by taking our KiwiSaver HealthCheck.

 

Who are our clients?

We want to help as many Kiwis as possible in KiwiSaver. That includes those for who retirement is getting serious, Kiwis who are planning on using KiwiSaver to buy their first home and those who simply want to know which KiwiSaver fund is best suited to their personal situation.

In the past, receiving sound financial advice has been expensive and time-consuming. National Capital wants to make a change so financial advice is more accessible and understandable for our clients. 

But don’t just take it from us. Here is what some of our clients had to say.