National Capital - Your Trusted KiwiSaver Adviser
Explore Mercer KiwiSaver scheme with National Capital – Your expert KiwiSaver adviser. National Capital works with Mercer 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!
Mercer KiwiSaver
Who is Mercer KiwiSaver?
Mercer is a subsidiary of Marsh & McLennan Companies, a global professional services firm specializing in risk, strategy, and human capital. With a presence in over 40 countries, Mercer leverages its extensive expertise to offer retirement, superannuation, and KiwiSaver solutions to individuals and institutions in New Zealand.
Mercer KiwiSaver Scheme
Mercer is a globally recognized leader in investment consulting and management, offering a comprehensive KiwiSaver scheme tailored to meet the diverse needs of New Zealanders. Their KiwiSaver scheme provides a range of funds, from conservative to growth options, allowing members to select investments that align with their risk tolerance and retirement objectives.
How Does Mercer Invest?
Mercer employs a ‘manager-of-managers’ investment approach, selecting specialist investment managers for each asset sector. With a dedicated team of over 200 professionals involved in manager research, Mercer tracks more than 6,700 managers and over 35,000 investment strategies globally (as of March 2023). This rigorous selection and monitoring process ensures that each investment option is carefully constructed and aligned with Mercer’s investment beliefs, which include Active Management, Operational Efficiency, Risk Management, Dynamic Asset Allocation, and Sustainability.
Does Mercer Invest Responsibly?
Mercer integrates Environmental, Social, and Governance (ESG) factors into their investment processes. They follow a Responsible Investment Pathway, guiding investors through steps that incorporate ESG considerations into investment decisions. This approach reflects Mercer’s commitment to sustainability and responsible investing, aiming to deliver long-term value while considering broader societal impacts.
Last updated: 6th March 2025. | Source: Provider’s website