Empowering Kiwis towards
Financial Security

Helping every Kiwi secure their financial future with trusted advice and seamless KiwiSaver management

Our Mission

Helping every Kiwi secure their financial future with trusted advice and seamless KiwiSaver management.

Our Story

Established in 2018, National Capital is part of Saturn Portfolio Group and is a financial advisory firm specialising in KiwiSaver and investment research. With offices in Auckland and Christchurch, we serve clients nationwide and provide personalised KiwiSaver advice tailored to individual profiles and objectives at no additional cost.

We are a proudly New Zealand-owned and operated firm, having conducted comprehensive research of the KiwiSaver market. Since inception, we have rapidly grown to advise Kiwis on over $170 million of their KiwiSaver investments.

KiwiSaver Advice at National Capital

Why Choose National Capital?

We make KiwiSaver investment simple and stress-free by offering personalised, unbiased advice and managing any changes to your KiwiSaver provider or fund for you around the clock—at no additional cost. We are paid by KiwiSaver Providers for providing financial advice to you.

Your KiwiSaver provider won’t tell you when it’s time for a change. We will!

Let National Capital Handle KiwiSaver for You—From Advice to Execution.

Meet the Team

John McConnell

Director

With 25+ years in financial services, John is committed to delivering ethical, client-first advice.

Lisa Dudson

Director

An investor since age 16, Lisa is a prominent voice in financial education and draws from her diverse experience to advise clients.

Timothy Edwards

Financial Adviser (CFP)

With two decades of experience, Timothy offers clear, tailored advice to help clients reach their financial goals.

Joyce Yu

Financial Adviser

With 14+ years in finance and degrees in Economics and Finance, Joyce makes complex topics clear and relatable.

Louise McConnell

Financial Adviser

Group Accountant Louise is committed to helping people optimise their KiwiSaver for a first home loan or retirement. Blending financial insight with a people-first approach, she will help you on your KiwiSaver journey.

Hear How We've Transformed the Lives of Fellow Kiwis

Join the thriving community of Kiwis achieving financial security

What Our Client Says About Us

Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Highly recommend to whoever who is looking for wise guidance about your KiwiSaver plan. I just moved to nz and was very confused with the whole concept of KiwiSaver but National Capital assigned me a great consultant "Tim" and he helped me with every step. Trust them, because they know what they are doing.
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hasti piltan profile picture
hasti piltan
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
It was breeze sorting out my KiwiSaver and I'm happy with the recommendations as to which Fund and type would best suit my goals. Highly recommended!
Posted on Google Google
Mark Jo Vincent Hidalgo profile picture
Mark Jo Vincent Hidalgo
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Our investments just weren't doing as well as we would have liked them to be going, and I was concerned that we would not be able to reach our retirement goal. I sent an inquiry through to National Capital and they made a time to call me back - to my surprise they called me exactly on the time that I had requested, and they took the time to talk me through the investment process - which fund would be the best for myself and my husband. I felt much more confident once I had finished my phone call that I had made the right choice about my KiwiSaver Adviser and was finally on the right track to reach my retirement goals.
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Donnalee Parnell profile picture
Donnalee Parnell
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Great place! Great team to work with!! Always implementing new technologies to provide 100% satisfaction to the clients!!
Posted on Google Google
dwarkesh joshi profile picture
dwarkesh joshi
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Reliable Service (In-Person & Digital), Professional Qualified Expertees, Friendly Staff & Financial Advisers, Realistic Expectations Fulfillment to Financial Care Needs, Kiwisaver-Focused Decisions, Specialized Outcomes, Positive Experience Great Loyalty & Wisdom
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Alba Kamberi profile picture
Alba Kamberi
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Excellent information on comparative KiwiSaver performance, with a clearly outlined transparent operating model aimed at enhancing financial literacy.Together with a super helpful ready willingness to assist, Ilma has enabled us to refocus on our financial pathway with a robust and comprehensive plan. Thank you.
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Andrew Nieuwelaar profile picture
Andrew Nieuwelaar
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I needed to make a change from one KiwiSaver provider to another, so did some research and got in touch with National Capital. From the start the process has been professional, easy to understand and the staff at National Capital have been a pleasure to work with. They put me in touch with a new KiwiSaver provider and I couldn't be happier
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Jackie Aldred profile picture
Jackie Aldred
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Crisp and clear advise. Milford were primitive in their process to verify new customer in old paper way; however team at national kept following up and never gave up. Finally Milford did the online verifications and I was onboarded. Good experience.
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Taru Sawhney profile picture
Taru Sawhney
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Everything sorted, they made it very nice and easy throughout the whole process of changing kiwisaver providers. Their system is very good at providing various funds that best suit your wants and they’re good at explaining their reasoning. Thanks for the help Tim
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Jacob Greenfield profile picture
Jacob Greenfield
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Really easy to deal with, what a great platform. The health check was straightforward, didn’t take to long and the advice given based on the health check was brilliant and allowed me to make an informed decision which KiwiSaver provider would best suit my current needs. Highly recommend
Posted on Google Google
Viran Ranchhod profile picture
Viran Ranchhod

We’re Here to Help

Need assistance? We’re always happy to help! Simply fill out the form, or reach out to us via email at [email protected].


If you prefer to call, you can reach us at 09 2830 460.


Our experts are available to assist you during the following hours (excluding public holidays): 
Mon–Fri 9:00 AM – 5:00 PM

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