National Capital - Your Trusted KiwiSaver Adviser
Explore Kōura Wealth KiwiSaver scheme with National Capital – Your trusted KiwiSaver adviser. While we do not work with Koura Wealth KiwiSaver our service remains comprehensive—covering over 90% of the KiwiSaver market to ensure well-researched recommendations. Below, we've provided key details for your convenience.
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!
Kōura Wealth KiwiSaver
Who is Kōura Wealth KiwiSaver?
Kōura Wealth is a New Zealand-based KiwiSaver provider committed to simplifying the investment process and empowering individuals to make informed decisions about their retirement savings. Utilizing innovative digital tools and offering a variety of investment options, Kōura focuses on delivering tailored KiwiSaver solutions that cater to the diverse needs of New Zealanders.
Kōura Wealth KiwiSaver Scheme
The Kōura KiwiSaver Scheme offers a personalized and flexible approach to retirement savings, allowing members to tailor their investment portfolios to align with individual financial goals and risk tolerances. By providing a diverse range of funds, Kōura enables investors to create a KiwiSaver plan that suits their unique needs, aiming to optimize returns and support long-term financial well-being.
How Does Kōura Wealth Invest?
Kōura’s investment decisions are guided by a dedicated Investment Committee, as outlined in their Statement of Investment Policy and Objectives (SIPO). This committee is responsible for making informed investment choices for the scheme, ensuring that each fund aligns with the company’s strategic objectives and risk management practices.
Additionally, Kōura offers a range of funds, including Core Growth, Specialty Growth, and Core Income funds, designed to meet various investment goals and risk appetites.
Does Kōura Wealth Invest Responsibly?
Kōura Wealth is committed to responsible investing by integrating Environmental, Social, and Governance (ESG) principles into their investment strategies. Their Responsible Investment Policy details how they incorporate ESG considerations to achieve sustainable and ethical financial returns. This commitment ensures that investors can align their portfolios with their values while pursuing their financial objectives.
Last updated: 17th March 2025. | Source: Provider’s website
