KiwiSaver Advice

Take control of your investment 

The KiwiSaver market has matured since its inception and many participants now have strong balances. This qualifies them as significant financial market investors requiring a more robust and sophisticated approach from their investment.     

Few, however, have taken the time to ensure that the fund they are in is right for them.     

Quartz provides independent advice on the KiwiSaver provider that best suits individuals’ needs, now and with a view to the future.     

For many this is the start of an ongoing wealth journey.  For others this is an opportunity to review the status of one of their key investments to ensure it is working appropriately for them.  

Book a consultation call

We work through the following criteria with you when assessing your KiwiSaver Investment: 

Determining your priorities

Expected investment returns and what this means for you

Your attitude to risk and investments that are suitable for your situation

Ethical providers who consider environment, social and governance in their investment management practices

Understanding fee structures and how they compare to the market

Are you saving for your first home, or for your retirement?  The purpose and time horizon of your investment will impact the suitability of your investment.  

Enquire Now

Our people

Glenn Read, BCom, CA, AIF 

Principal Adviser, Director

FSP92821

Anna Robinson, BA   

Adviser, General Manager  

FSP778076

Mark Humphrey, BA   

Adviser  

FSP549007

CONTACT INFO 

Level 3‚ 159 Hurstmere Road, Takapuna, Auckland 0622  

+64 9 486 9785 | [email protected]

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