The Gareth Morgan KiwiSaver Scheme operates in a completely open and transparent way. We think it’s important for you to know that:
Our reporting keeps you up-to-date – each month we’ll send you an email prompting you to log into your account to review your latest reports, including a commentary of what’s happened in global markets. You can also choose to get your monthly balance by text.
We’re 100% New Zealand owned and operated*.
We have the experience and knowledge required to look after your savings. Our in-house investment team has a strong track record of managing wealth.
We personally answer your phone calls and emails. We believe the best customer service is based on direct communication.
Our technical systems are top-notch and are designed to provide you with 24/7 online access to your KiwiSaver accounts.
We charge a fee of up to 1% of your member account balance per year, to cover our costs for managing and administering your savings (there may be other costs and expenses associated with investing your money – find out more here.)
We don't offer incentives to financial advisers to promote our scheme - we don't pay commissions to anyone.
We invest for the long term - we don't take big punts, or chase the latest investment fad.
We preserve the value of your savings as our first priority - diversification and limiting risk are the keys to long-term survival.
*On 31 March 2012 Gareth Morgan Investments Limited Partnership, which owns Gareth Morgan KiwiSaver Limited, was purchased by Kiwi Wealth Management Limited, also known as Kiwi Wealth. Kiwi Wealth is a wholly owned subsidiary of Kiwi Group Holdings Limited (the ultimate holding company of which is NZ Post). Kiwi Group Holdings Limited also owns Kiwibank.
The inclusion of the words “Kiwi Wealth” alongside the Gareth Morgan KiwiSaver Scheme logo in our member communications acknowledges this change of ownership.
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