About

Advice Made Simple

Feeling like the dream of homeownership is slipping further away? We're here to bridge that gap. It only takes 20 minutes to customize your KiwiSaver plan to suit your needs and aspirations.

Our mission at Kauri Wealth is simple: to prepare you to seize the right opportunities as they arise. By tailoring your KiwiSaver to the appropriate fund type, we ensure your deposit is positioned to protect and grow.

Take the first step towards your homeownership dream with Kauri Wealth – because your financial goals are our top priority.

Create the Retirement You’ve Always Dreamed of

We spend our lives working towards the day we can retire, yet many New Zealanders worry they won't have enough to live the retirement they've imagined.

At Kauri Wealth, we're here to make those dreams a reality by ensuring your money works for you even when you're not working.

If you envision a retirement filled with travel, smiles, and unforgettable memories, don't wait – reach out to our team today.

Whether you're still working or already retired, your KiwiSaver funds remain untouched until you're 65. No matter how many years lie ahead, let us ensure you're in the right fund type to make your 65th birthday the best one yet!

Start planning for a better tomorrow with a conversation today. Don't hesitate – your dream retirement awaits.

FAQs

  • Nothing. Kauri Wealth’s services are free. We are compensated by the individual providers so the amount you pay to be with a specific provider does not change regardless of whether we work together or not. You have nothing to lose!

  • A meeting can take anywhere between 10 and 30 minutes. The team can accommodate and work to fit your busy schedule. As for how hard it is. The process is remarkably easy. You do not need to provide a bunch of data or fill out any forms in most circumstances.

  • You contribute your hard earned money towards your KiwiSaver. Therefore, you want to earn the best return you can on this and the team at Kauri Wealth are partnered with the right people to make this happen for you. We wont ask you to contribute anything extra, w just want you to get the most out of what you already do.

  • Absolutely not. Kauri Wealth is dedicated to helping all New Zealanders achieve their first home and retirement dreams. Whether you don’t have KiwiSaver, have $1 in your account, or $100,000, the team will tailor the advice to your situation.