Smart advice tailored to you.
At InvestIQ, we provide tailored financial advice to help you make the most of your money. Whether you're planning for retirement, investing for the future, or saving for your first home, our approach helps provide clarity and confidence. Let us help you shape a better financial future with advice you can trust
Our Services
Our KiwiSaver advice is designed to help you make the most of this powerful savings tool—whether you’re just starting out, planning for your first home, or preparing for retirement.
We take a strategic, personalised approach to ensure your contributions, fund selection, and investment mix align with your financial goals and risk profile. Our goal is simple: to help you grow your KiwiSaver balance effectively and make informed decisions at every stage of life.
For first-home buyers, we’ll guide you through the process of using your KiwiSaver to take that important step onto the property ladder. For long-term investors, we focus on maximising outcomes and ensuring your investment strategy remains fit for purpose over time.
At InvestIQ, we don’t just offer advice—we build trusted partnerships. With us, you’re not just saving. You’re building a smarter future.
Buying your first home
Understand how KiwiSaver can help you get on the property ladder. We’ll guide you through the eligibility, withdrawal process, and timelines.
Planning for retirement
Get a clear plan for retirement with smart KiwiSaver strategies tailored to your goals, lifestyle expectations, and timeframes.
Reviewing your KiwiSaver
Already in KiwiSaver? Let’s check in. We’ll make sure your fund and contributions are still right for you as life changes.
Joining KiwiSaver
Get started with confidence. We’ll help you enrol, set your contributions, and choose a fund that matches your financial goals.
Fund performance
We help you cut through the jargon and understand how your fund is performing — and what that means for your future.
Choosing the right fund
From conservative to growth options, we’ll help you select a KiwiSaver fund aligned with your investment horizon and risk profile.
About our company
At InvestIQ, we believe that understanding your money and getting the right advice can make a real difference in life. We’re here to make financial decisions simpler, clearer, and more personal. With experience behind us and your best interests at heart, we focus on what works — practical, honest advice without the jargon.