Small changes today. Big impact for your retirement.
When was the last time you reviewed your KiwiSaver investment? Even small adjustments to your contribution rate or investment strategy can significantly improve your financial security and comfort in retirement. Yet many New Zealanders set and forget their KiwiSaver investments, missing out on opportunities to optimise their savings.
Our Penberthy team does not give KiwiSaver advice. We instead refer our clients to Kōura Wealth – the KiwiSaver experts, who provide personalised KiwiSaver Investment advice tailored to your unique goals. Penberthy receives a 0.30% trail commission on referrals.
Whether you’re planning for retirement, buying your first home, or simply want to understand your options better, their expert guidance can help you make informed decisions.
Regular KiwiSaver Scheme reviews are crucial — a timely assessment could mean a more comfortable retirement without having to compromise on the lifestyle you’ve worked hard for. Let’s get your KiwiSaver Investment working smarter, not harder.
Talk to us today
and protect your personal and lifestyle needs with the most suitable cover.
With great advice comes confidence. With genuine support comes peace of mind. At Penberthy we bring you both, along with over 40 years’ experience and a reputation for relentlessly championing the rights of our clients. It’s about being beside you, every step of the way, with tailored solutions for your personal and business needs. That’s what we are here for.
Our approach is what sets us apart
Our expertise makes a tangible difference
We are our client’s most suitable advocates, because our expertise is in the fine print, ensuring we delve deeper to tailor more thorough protection policies.
Our approach develops genuine relationships
We develop a trusted partner relationship with our clients, because we demonstrate a genuine desire to look out for your needs soundly.
Our knowledge brings peace of mind
Our deep-seated knowledge, built up over generations, ensures trusted advice and support that continually evolves, as you do.
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