Get Your KiwiSaver Working As Hard As You Do.
Most Kiwis are in the wrong KiwiSaver fund, costing them tens of thousands by retirement. We provide free independent, expert advice to optimize your fund for your first home or retirement - completely tailored to you. And best of all, our advice is free to you.
"Most Kiwis Are Leaving Thousands On The Table."
When it comes to KiwiSaver, the cheapest option rarely gives you the best result. Many banks for example offer low-fee "passive" schemes that require zero effort from them - and deliver matching results for you. We focus on maximizing your net (after-fee) returns through premium, actively managed funds, while providing the personal strategy the big banks ignore.
A quick review with us stops the leaks caused by:
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Passive investment tracking that misses out on active market opportunities (for example; COVID, tariffs, wars, or further back – the Global Financial Crisis)
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Mismatched risk profiles that don't align with your 5-year or 20-year horizons.
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Flying blind without an expert to guide you through market ups and downs.
"But I can’t afford a Financial Adviser..."
Actually, our KiwiSaver advisory service comes at absolutely zero out-of-pocket cost to you.
There are no hidden invoices, no consultation fees, and no surprise bills. We are remunerated directly by the premium KiwiSaver providers we recommend. This means you get dedicated, one-on-one professional advice from a local Christchurch specialist to optimize your money, while your bank balance stays exactly where it belongs—in your pocket.
"...and my KiwiSaver balance is way too small anyway."
No balance is too small to care about. In fact, getting your strategy right when your balance is small is the most critical time to do it. Thanks to compounding returns, a small fund that is properly optimized today will grow into a vastly larger nest egg over a 10, 20, or 30-year horizon than a fund left on default bank settings. We love helping local Kiwis build their wealth from the ground up.
Proudly based in Christchurch, servicing clients across Canterbury and nationwide
First Home Planning
Buying your first home is a big milestone and for many Kiwis, the hardest part is saving the deposit.
That’s where KiwiSaver can make a real difference.
What a lot of people don’t realise is that KiwiSaver isn’t just for retirement. It can also be one of the most powerful tools to help you get into your first home sooner - if you understand how to use it properly.
In this guide, we’ll walk you through how KiwiSaver works when buying your first home, what you may be able to withdraw, and a few key things to think about along the way.
Retirement Planning
A small improvement in performance or fees of your KiwiSaver can make a huge difference over time. For example, if your KiwiSaver grows just 1-2% more per year, it could mean tens of thousands of dollars more at retirement.
Yet many people never check if their fund is the right one.
A free review takes just a few minutes.
KiwiSaver Optimisation
We help you get the most out of your KiwiSaver by reviewing your current provider, fund type (Growth, Balanced, Conservative, etc.), investment settings, and fee structures.
Our goal is to ensure your KiwiSaver is aligned with your risk profile, financial objectives, and retirement goals while avoiding unnecessary fees that may impact long-term returns.
Our Story: From Adelphi to Avon Wealth
For years, our team looked after both the insurance and financial investment needs of our
community under the banner of Adelphi Insurance Brokers.
Following the sale of our life and health insurance portfolio to ICIB Brokerweb Group, we made
a deliberate, strategic shift. We stepped away from the insurance sector to dedicate 100% of
our focus to what we are most passionate about: financial investment and retirement planning.
Today, as Avon Wealth, we carry forward that exact same client-first philosophy, now solely
specialized in maximizing the value of your KiwiSaver.
Who Am I?
Hi, I'm Andrew. At Avon Wealth, we're dedicated to helping Kiwis maximise their KiwiSaver investments and achieve a better financial future.
We understand that you work hard and you deserves a KiwiSaver strategy that works just as hard and that's where we come in.
Our expert advisers are committed to providing personalised, independent advice tailored to your unique needs.
We go the extra mile to make sure you’re in the right scheme and fund, and if you’re not, we’ll get you switched in no time.
With Avon Wealth, you can be confident that your money is set to grow, grow, GROW...