National Capital - Your Trusted KiwiSaver Adviser
Explore Generate KiwiSaver scheme with National Capital – Your expert KiwiSaver adviser. National Capital works with Fisher Funds KiwiSaver to help ensure your investment is aligned with your financial goals.
Why National Capital for KiwiSaver Advice?
At National Capital, we simplify the KiwiSaver advice process by providing expert, unbiased recommendations tailored to your needs. Our proprietary investment selection methodology is designed to help you build trust and confidence in your investments. Through this process we thoroughly evaluate KiwiSaver funds across the below 6 pillars to determine the best providers and funds for your goals and circumstances.
1
Performance After Fees
Quality and consistency of returns
25
pts
2
Fees Alignment
Assessment of value provided for fees charged.
15
pts
3
Organisational Capability
The capability of the organisation to manage your money.
20
pts
4
Organisational Stability
Overall stability within a provider’s organisation.
10
pts
5
Processes & Portfolio Composition
Asset allocation, investing process and style consistency.
20
pts
6
Ethical Investing Considerations
Deep dive into the ethical investing claims of providers.
10
pts
Start your KiwiSaver Success Journey Today
Making the right KiwiSaver choice today could significantly boost your future savings. We’ve helped Kiwis take charge of over $170 million in KiwiSaver investments. Let us help you too. Your KiwiSaver provider won’t tell you it’s time for a change. We will!
Generate KiwiSaver
Who is Generate KiwiSaver?
Generate is New Zealand-owned and operated KiwiSaver provider, passionate about helping members save for a comfortable retirement. They have attracted over 160,000 members, reflecting their commitment to delivering quality service and investment options tailored to individual retirement goals.
Generate KiwiSaver Scheme
Generate is a New Zealand-owned and operated KiwiSaver provider, recognized for its strong long-term performance and exceptional member service. Their funds consistently rank highly, often surpassing the average investment returns in their respective categories, as reported by independent research firm Morningstar.
In addition to robust performance, Generate has received several accolades, including the Consumer NZ People’s Choice Award for customer satisfaction, the Reader’s Digest Trusted Brand Award for KiwiSaver, and the Investor’s Choice Award for KiwiSaver at the Research IP Fund Manager of the Year Award 2023.
How Does Generate Invest?
Generate offers six distinct KiwiSaver funds, ranging from Defensive to Focused Growth, each with specific investment strategies and risk profiles. They employ an active investment management approach, aiming to select investments that will generate greater returns. Additionally, Generate provides a ‘Stepping Stones’ service, which automatically allocates investments based on a member’s age, adjusting risk exposure as they approach retirement.
Does Generate Invest Responsibly?
Generate integrates responsible investment practices into its investment process. This includes negative screening to exclude certain industries and companies, as well as incorporating Environmental, Social, and Governance (ESG) factors into their investment decisions.
Last updated: 6th March 2025. | Source: Provider’s website
