Get the right KiwiSaver advice for your future

At Generate, we make it easy to get expert KiwiSaver advice - whether you’d like to talk with one of our experienced advisers or use our simple digital KiwiSaver advice tool.

Why Advice Matters

Getting the right KiwiSaver advice can make a huge difference to your long-term savings. An adviser can help you choose the right KiwiSaver fund type, understand your risk profile, and make confident decisions about your retirement goals. Without advice, you could be missing out on tens of thousands of dollars by the time you retire - so it pays to get expert KiwiSaver advice early.

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The Cost of Being in the Wrong KiwiSaver Fund

Choosing the wrong KiwiSaver fund - or never getting advice at all - can seriously limit your long-term growth. Even small differences in returns can add up to tens of thousands of dollars less at retirement. The right KiwiSaver advice helps you find a fund that matches your goals, your comfort with risk, and your future plans.

Our Kiwisaver advice options

Expert Advice with an Adviser

Get one-on-one KiwiSaver advice from a licensed Generate KiwiSaver adviser. We’ll talk about your goals, comfort with risk, contribution options, answer any questions you or your family may have, and provide a KiwiSaver recommendation with support to help you take action. Our KiwiSaver advisers can meet face-to-face in most locations, or connect over the phone or online.

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Digital Advice

Prefer to do it yourself? Our digital advice tool helps you make a KiwiSaver plan in just a few minutes. Answer a few quick questions, get a fund recommendation, and choose your next step — join Generate, switch funds, or save your progress and return later. It’s fast, easy, and built to help you make confident KiwiSaver decisions anytime, anywhere.

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What people are saying

  • Very informative meeting, with a personable approach and great depth of knowledge of the service on offer. No questions were left unanswered.

    P. Taylor via Google Reviews

  • I'd thoroughly recommend Generate to anyone wanting the best return from their Kiwisaver funds or even a simple investment portfolio. I have every confidence my funds are safe with them

    B.Guthrie via Google Reviews

  • Excellent investment choice with fantastic returns. Highly recommended as a Kiwisaver option. Switch now and you won’t be disappointed

    R.Harper via Google Reviews

  • Amazing company, very happy with the service, and the returns have been phenomenal!

    E.Miller via Google Reviews

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Generate Adviser

Stephanie Whittaker

Adviser highlight
I’m passionate about sharing knowledge and empowering my clients and their whānau to make informed decisions through smart, personalised KiwiSaver advice.

-Stephanie Whittaker

Get started with KiwiSaver advice that fits your life.

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