One Step Investment
Do you have a right channel for your investment?
KiwiSaver
KiwiSaver is a savings plan designed to help New Zealanders build wealth over time. Funds become accessible at age 65 and can also be used as a deposit for a first home, making it a key tool for long-term planning.
To maximise your KiwiSaver, it’s crucial to manage it wisely with secure investments and steady returns. Our tailored financial solutions help optimise costs and returns, ensuring your investment aligns with your goals.
Weather Builder
Weather Builder shares similarities with KiwiSaver as both focus on long-term investment. However, Weather Builder offers more flexibility, with no age restrictions and the ability to withdraw funds anytime.
With Weather Builder, investors can balance long-term returns and short-term needs. The platform provides flexible and fixed investment options to suit different goals, helping investors achieve both financial growth and adaptability.
Income Generator
The Income Generator offers investors steady income and potential capital growth. It focuses on dividend-paying shares in New Zealand and Australia, providing regular dividends while using tools like put and call options to reduce volatility.
This strategy seeks higher returns than standard interest rates with lower volatility than the broader market. With no lock-in period or termination fees, investors can access their funds anytime, ensuring flexibility and security.
Questions about your investment?
If you have any concerns about your investment, please contact us. Our friendly adviser will help to choose the right investment solution for you.