Now you can create personalised KiwiSaver portfolios tailored to meet the specific needs of each of your clients. It's time to prioritise KiwiSaver advice.
With rapid growth in the KiwiSaver market, clients are looking for tailored advice across their KiwiSaver and non-KiwiSaver assets to achieve their overall investment goals.
Having a KiwiSaver advice solution like KiwiWRAP is going to be essential to help you grow your business to deliver even greater value to your clients.
Hear from advisers who have made the switch to KiwiWRAP.
Now you can provide clients with advice on their personal investments and their KiwiSaver portfolio, all in one place.
The KiwiWRAP KiwiSaver Scheme helps advisers bring together an investor’s entire wealth management world.
For the first time, advisers can implement cohesive investment recommendations across a client’s KiwiSaver and non-KiwiSaver portfolios. This better equips advisers to successfully guide their clients towards achieving their overall investment goals and objectives.
The KiwiWRAP KiwiSaver Scheme provides flexibility for advisers wanting to embrace a specific investment philosophy or have particular preferences such as responsible investments or low cost solutions.
KiwiWRAP is only available through accredited advisers and for investors with a minimum initial balance of $50,000.
Want to offer KiwiWRAP as part of your advice services?
Our expert team offers all the support and training you need to advise on KiwiWRAP. Join the network of advisers on our Find an Adviser list.
Contact us to get started.
“KiwiWRAP has been an absolute win-win for both our clients first and foremost, but also our business. Through KiwiWRAP we now have the ability to provide tailored and optimal advice pertaining to client’s KiwiSaver funds.”
Rosemary Hopcroft, Tailorednz
“KiwiWRAP is the utmost 'state of the art' KiwiSaver experience and proposition for retirement planning in the New Zealand market, allowing the best opportunity for optimum growth from many and wide investment choices. We recommend KiwiWRAP to all colleagues”.
Alistair Bean, Alistair Bean & Associates
“We now have control of our clients' investment mix and the underlying securities for each of their KiwiSaver portfolios — and they are all different. It is no longer a one-size-fits-all approach.”
Jared Campbell, phwealth
Investors receive personalised, expert advice from a financial adviser before joining the scheme.
Works seamlessly alongside a client's non-KiwiSaver investments – so you can provide cohesive advice.
Designed for larger KiwiSaver balances – as balances grow, so does the need for personalised advice.
KiwiWRAP transfers control from single fund managers into the hands of you and your clients.
Firstly, our team will meet with you to learn how KiwiWRAP fits within your firm.
There is an initial adviser due diligence process that needs to be satisfied. If you are a current client of Consilium through other services such as Consilium Wrap or Synergy Investments, some of these initial due diligence requirements may already be met.
Once the due diligence process is completed, we will provide you with the training required to get started on onboarding your first KiwiWRAP member!
Our team are here to support and help you every step of the way. If you have any questions about the process, or want to know if KiwiWRAP is right for you, please get in touch with our team today.
The Investment Options Supplement (IOS) lists all investments that are currently available to be recommended to clients. This list is updated quarterly. Advisers can request new investments be added to the IOS, and the criteria for investments to be eligible for inclusion are detailed in the Product Disclosure Statement. You can download both of these documents here.
Yes, with written investor consent.
The minimum $50,000 balance is only an initial requirement to become a member. After an investor has joined the Scheme, the $50,000 balance does not need to be maintained.
Yes.
Advisers can develop, recommend and use their own model portfolios within the scheme.
Each year, investors will receive six reports provided by Consilium as Manager of the scheme. These comprise of four personalised quarterly reports, an annual member statement and annual scheme report.
The KiwiWRAP KiwiSaver Scheme accepts direct transfers of superannuation from complying Australian superannuation schemes. The KiwiWRAP KiwiSaver Scheme will record the details of how much was transferred from the Australian scheme, as these funds cannot be used for any withdrawals, unless allowed under the KiwiSaver Rules. For more details, see the Transfer Australian Superannuation form under Documents.