Investments
We help you get to where you want to go. You work hard all your life and you deserve to enjoy it, whether now or in your retirement!
Investments
Genesis Advice offers a range of different investment vehicles, all designed to help you grow your wealth to secure your long term financial security. We can draw from best of breed fund managers for your investment portfolio, your KiwiSaver, Wealthpoint designed Investment Portfolios or help you build your own bespoke investment solution. We would sit down with you to learn more about your circumstances, your needs and objectives, your risk tolerances and then report back to you with our recommendations.
If you’re planning for your retirement, already in retirement, or saving for your first home, we can help you find the best KiwiSaver fund that meets your objectives and is suitable for your circumstances. A number of our Investment Advisers have been involved since the inception of KiwiSaver back in 2007 and are well-versed in the various schemes and providers.
Planning for retirement is one of the most important plans you will ever make. The easiest way to start is through KiwiSaver, making regular contributions and enjoying free money from your employer and the government.
Talk to us - we will happily help you setup your KiwiSaver or find the right fund for your personal risk appetite. We can also help bring your Australian Super back to New Zealand and into a suitable KiwiSaver scheme. Our investment specialists are here to help find the best KiwiSaver solution for you.
Wealthpoint Investment Portfolios
Wealthpoint Investment Portfolios aim to outperform standard market returns by being based on a sound investment philosophy. This forms the cornerstone of the investment strategy and is supported by thorough research. When you invest in a Wealthpoint Portfolio your money is invested in a number of different managed funds that have been individually selected based on strict criteria by our investment professionals. We offer a range of five investment portfolios with different risk profiles. Your adviser at Genesis Advice will help you choose which investment portfolio is best for you depending on your investment needs and preferences.
Bespoke Investment Solutions
Our expert investment advisers can offer you a premium service if you prefer a tailor-made investment portfolio. Your money will be invested into high quality managed funds from a broad range of fund managers both locally in New Zealand and globally that have been independently researched and measured against strict criteria. Your portfolio will be actively managed to deliver superior long term returns.
New Zealand Retirement Trust (NZRT) Super
The New Zealand Retirement Trust (NZRT) is an employer-sponsored workplace savings scheme designed to help you save for retirement. Check with your employer if a NZRT employer plan is offered.
NZRT offers investment options that are tailored to suit your personal financial goals. You can benefit from dedicated support by an experienced investment team actively helping you to maximise your retirement funds.
Legacy AMP Investments
You may have an older closed-to-new-business AMP Investment product (like Savings and Investment Portfolio) that you need to refresh. Our Investment Specialist, Edward Glennie, can assist you. He has over 25 years of financial markets experience from both here and abroad. Schedule a meeting here to gain valuable insight into the suitability of your current product and the options available to either enhance or migrate your investment to a more contemporary and suitable solution.