Generate KiwiSaver Scheme

Generate KiwiSaver Scheme Is it time you got KiwiSaver advice? Visit: generatekiwisaver.co.nz/getadvice

Or switch to us online: generatekiwisaver.co.nz/join

Generate is an award-winning New Zealand owned KiwiSaver Scheme and wealth manager with strong long-term performance and industry recognition for its community and environmental impact investments. Generate serves more than 170,000 Kiwis and in 2024 & 2025 won a Consumer NZ People’s Choice Award and a Readers Digest Trusted Brand Award for KiwiSaver. Our goal is to help you grow your savings so th

at you can enjoy the lifestyle you want in retirement. Contact us today on 0800 855 322


The issuer is Generate Investment Management Ltd. A copy of the Generate KiwiSaver Scheme Product Disclosure Statement and advertising disclosures are available at www.generatewealth.co.nz/advertising-disclosures. Past performance is not a reliable indicator of future performance.

01/06/2026

We are throwing it back to 2025 when Generate adviser, Kirstien, got together a team to take on Live Ocean Mid Winter Dip!

And...we are bringing it back for 2026!

If you're a Generate member, we'll donate $500 to Live Ocean on your behalf (up to $75,000*). All you have to do is take a 30-second dip in your nearest ocean, lake, or river this World Ocean Day weekend (5-8 June).

Here's how:

Post the video to Instagram, follow and tag @‌generatekiwisaver & @‌itsliveocean, and use & - and we’ll donate $500 to Live Ocean on your behalf up to $75,000.

*See terms and conditions at http://generatekiwisaver.co.nz/liveoceanswim2026 . The PDS and advertising disclosures are available at Our Advertising Disclosures & Statements | Generate Wealth . The issuer is Generate Investment Management Ltd.

29/05/2026

Morningstar’s latest KiwiSaver 360 report has landed 📊

Greg walks through what it shows, why it’s useful when comparing KiwiSaver funds, and how Generate is performing over time.

No part of the video is intended as financial advice: it is intended as general information only.

Past performance does not guarantee future returns.
Morningstar KiwiSaver 360 Report - March 2026. The Generate Focused Growth Fund returns have ranked in the top three of NZ Multi Sector Aggressive Category Funds for 10 year returns every quarter since becoming eligible in June 2023. Most recently the fund ranked 2nd out of 10 aggressive funds for 10 year returns to 31 March 2026. © 2026 Morningstar All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its affiliates or content providers; (2) may not be copied, adapted or distributed; (3) is not warranted to be accurate, complete or timely; and (4) does not constitute advice of any kind, whether investment, tax, legal or otherwise and 5) has been prepared for New Zealand wholesale clients of Morningstar Research Ltd, subsidiary of Morningstar, Inc and is not intended for New Zealand retail clients. Neither Morningstar nor its content providers are responsible for any damages arising from the use and distribution of this information.

A copy of the PDS and advertising disclosures are available at generatewealth.co.nz/disclosures . The issuer is Generate Investment Management Ltd.

28/05/2026

This one's for our members - take a dip and we'll donate $500 to Live Ocean on your behalf*.

Head to your nearest ocean, lake, or river anytime between Friday, 5 June and Monday, 8 June and take a 30-second dip.

Post the video to Instagram, follow and tag @‌generatekiwisaver & @‌itsliveocean, and use & - and we’ll donate $500 to Live Ocean on your behalf up to $75,000.

*See terms and conditions at http://generatekiwisaver.co.nz/liveoceanswim2026 . The PDS and advertising disclosures are available at http://generatekiwisaver.co.nz/disclosures . The issuer is Generate Investment Management Ltd.

Want the full picture?Our latest investment update unpacks what’s been happening in markets - what’s driving the moves, ...
27/05/2026

Want the full picture?

Our latest investment update unpacks what’s been happening in markets - what’s driving the moves, how different strategies are responding, and how we’re thinking about positioning portfolios over the long term.

Hear from Greg Smith and Marc Grigg as they break it down.

Comment ‘Markets’ below to watch.

No part of the video is intended as financial advice: it is intended as general information only.

Past performance does not guarantee future returns.

A copy of the PDS and advertising disclosures are available at generatewealth.co.nz/advertising-disclosures . The issuer is Generate Investment Management Ltd.

27/05/2026

Up to $75,000* going to Live Ocean!

If you're a Generate member, we'll donate $500 to Live Ocean on your behalf. All you have to do is take a 30-second dip in your nearest ocean, lake, or river this World Ocean Day weekend (5-8 June).

Here's how:

Post the video to Instagram, follow and tag @‌generatekiwisaver & @‌itsliveocean, and use & - and we’ll donate $500 to Live Ocean on your behalf up to $75,000.

*See terms and conditions at generatekiwisaver.co.nz/liveoceanswim2026 . The PDS and advertising disclosures are available at generatekiwisaver.co.nz/disclosures . The issuer is Generate Investment Management Ltd.

For 6-years, we’re proud to share that Generate has been named a Consumer NZ People’s Choice Award winner for KiwiSave...
26/05/2026

For 6-years, we’re proud to share that Generate has been named a Consumer NZ People’s Choice Award winner for KiwiSaver.

In Consumer NZ’s 2026 nationwide customer satisfaction survey, 90% of Generate members rated us “very satisfied”, well ahead of the industry average of 62% - and up from 80% in 2025.

This award is especially meaningful because it comes directly from KiwiSaver members.

A huge thank you has to go to our 190,000 + members who trust us as their KiwiSaver provider, and to our team who are committed to helping Kiwis feel supported, informed, and confident about their future.

You can read more at generatewealth.co.nz/article/generate-wins-consumer-nz-peoples-choice-award-for-sixth-time/

The issuer is Generate Investment Management Ltd. See the Product Disclosure Statement and advertising disclosures at generatekiwisaver.co.nz/disclosures. Past performance does not guarantee future performance.

We’re proud to continue backing Kiwi innovation and growth companies with a new $20 million commitment into Icehouse Ven...
21/05/2026

We’re proud to continue backing Kiwi innovation and growth companies with a new $20 million commitment into Icehouse Ventures’ Growth Fund III.

This investment builds on our longstanding support of Icehouse Ventures and reflects our focus on identifying high-quality long-term opportunities for Generate KiwiSaver and managed fund investors.

Through partnerships like this, we’re helping give everyday New Zealanders access to some of the country’s most promising private growth businesses – opportunities that have traditionally been difficult for regular investors to access.

Icehouse Ventures has backed a number of standout New Zealand companies including Halter, Tracksuit, Crimson Education, Sharesies and Hnry, helping support the next generation of Kiwi success stories.

As Sam Goldwater says, selective exposure to private markets can play an important role in delivering strong long-term returns for members, while also supporting innovation and economic growth here in New Zealand.

Thanks to Robbie Paul and the Icehouse Ventures team for the continued partnership as we work together to support ambitious Kiwi businesses and long-term growth for New Zealanders.

See advertising disclosures and PDS at generatekiwisaver.co.nz/disclosures . The issuer is Generate Investment Management Limited. Past performance does not guarantee future returns.

19/05/2026

Hear from Helen - a retiree - about her perspective on KiwiSaver…

No part of the video is intended as financial advice: it is general information/ opinions only. The issuer is Generate Investment Management Ltd. See the PDS at generatekiwisaver.co.nz/pds. Past performance does not guarantee future returns

If you’ve been meaning to nominate someone - this is your nudge 💛As a Generate member, you can nominate a deserving youn...
18/05/2026

If you’ve been meaning to nominate someone - this is your nudge 💛

As a Generate member, you can nominate a deserving young Kiwi (16–19) for a spot on a 10‑day Spirit of Adventure Trust voyage - an experience designed to build confidence, resilience and real‑world life skills (plus friendships they’ll keep for years).

✨ We have four spots to give away (two girls + two boys).

✅ How to enter:

1. Think of a young person who’d genuinely thrive
2. Tell us (in 300 words or less) why they deserve it
3. Submit your nomination here: cloud.advice.generatekiwisaver.co.nz/Spiritofadventure2026

⏰ Entries close 31 May

Terms and conditions apply, see generatewealth.co.nz/spirit-of-adventure-giveaway-terms-and-conditions-2026 . The issuer is Generate Investment Management Ltd. You can find a copy of our PDS and advertising disclosures at generatewealth.co.nz/disclosures .

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Level 9, Jarden House, 21 Queen Street
Auckland
1010

Telephone

+64800855322

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