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.

A chart-topping result of a 10.4% return over 10 years to 31 May 2026* from Generate’s KiwiSaver Focused Growth Fund in ...
24/06/2026

A chart-topping result of a 10.4% return over 10 years to 31 May 2026* from Generate’s KiwiSaver Focused Growth Fund in the Aggressive category.

If you've been thinking about making a switch, we'd love to have you with us - head to generatewealth.co.nz/kiwisaver/join .

*Morningstar Direct report as of 31 May 2026. The Generate Focused Growth KiwiSaver Fund ranked 1st out of 7 in the Aggressive category for 10‑year returns to 31 May 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. Returns are calculated before tax and after fees. The Generate Focused Growth fund has a recommended minimum investment timeframe of ten years. Past performance does not guarantee future returns.

See generatewealth.co.nz/disclosures for advertising disclosures, FAP Disclosure statement and the latest Product Disclosure Statement. The issuer is Generate Investment Management Ltd.

#1 for customer satisfaction according to Consumer NZ (again) 🥇Generate scored a 90% satisfaction rating in the latest ...
22/06/2026

#1 for customer satisfaction according to Consumer NZ (again) 🥇

Generate scored a 90% satisfaction rating in the latest Consumer NZ KiwiSaver survey - well ahead of the industry average of just 62%.

This recognition is voted for by everyday New Zealanders, and it's one we don't take lightly. It reflects the trust our members place in us - trust we've worked hard to earn through consistent long-term performance, quality service, and clear communication.

If you've been thinking about making a switch, we'd love to have you with us.

The issuer is Generate Investment Management Ltd. See the Product Disclosure Statement and advertising disclosures at http://generatekiwisaver.co.nz/disclosures . Past performance is not a reliable indicator of future performance.

22/06/2026

$1,500 at birth, does it stack up? Greg Smith, Generate Investment Specialist, unpacks National’s proposed KiwiSaver policies.

This video is not intended as financial advice: it is general information only. See the PDS at generatewealth.co.nz/pds. The issuer is Generate Investment Management Ltd.

21/06/2026

What will you be doing in retirement?

Whatever it is, having a healthy KiwiSaver balance could come in handy. Do your future-self a favour and get some expert KiwiSaver advice now to make sure you’re maximising your KiwiSaver account, so you can enjoy your retirement however you want. Head to http://generatekiwisaver.co.nz/getadvice to book a no-obligation chat.

No part of the video is intended as financial advice: it is intended as general information only. The issuer of the scheme is Generate Investment Management Ltd. See a copy of the PDS, FAP Disclosure statement and advertising disclosures at generatekiwisaver.co.nz/disclosures

19/06/2026

Have you ever thought how much you will need at retirement? 🤔

Taking a moment to pause and get KiwiSaver advice early on can help you make sure you’re in the right fund for your goals. A smart decision now could make a significant difference when you retire. Go to http://generatekiwisaver.co.nz/advice to book a no-obligation chat.

No part of the video is intended as financial advice: it is intended as general information only. The issuer of the scheme is Generate Investment Management Ltd. See a copy of the PDS, FAP Disclosure statement and advertising disclosures at generatekiwisaver.co.nz/disclosures

19/06/2026

We kinda get the vibe that Kiwis like travelling… To Europe… 😂

If you want to make your retirement travel plans a reality, having a healthy KiwiSaver balance could make all the difference.

Give your future self a head start and get expert KiwiSaver advice now to ensure you’re ready to enjoy retirement, your way. Head to http://generatekiwisaver.co.nz/getadvice to book a no-obligation chat.

No part of the video is intended as financial advice: it is intended as general information only. The issuer of the scheme is Generate Investment Management Ltd. See a copy of the PDS, FAP Disclosure statement and advertising disclosures at generatekiwisaver.co.nz/disclosures

Winners of a Consumer NZ People's Choice Award for KiwiSaver providers again. 🥇This recognition is voted for by everyday...
16/06/2026

Winners of a Consumer NZ People's Choice Award for KiwiSaver providers again. 🥇

This recognition is voted for by everyday New Zealanders, and it's one we don't take lightly. It reflects the trust our members place in us - trust we've worked hard to earn through consistent long-term performance, quality service, and clear communication.

If you've been thinking about making a switch, we'd love to have you with us.

The issuer is Generate Investment Management Ltd. See the Product Disclosure Statement and advertising disclosures at http://generatekiwisaver.co.nz/disclosures . Past performance is not a reliable indicator of future performance.

14/06/2026

"Don't rely on NZ Super alone."

Retirement advice from people already living it.

If you're still building towards retirement and you've never had KiwiSaver advice before, it's worth having a chat.

Visit generatekiwisaver.co.nz/advice to book a chat with a Generate adviser.

No part of the video is intended as financial advice: it is general information/ opinions only. To see Generate’s PDS go to generatekiwisaver/disclosures. The issuer is Generate Investment Management Ltd.

12/06/2026

What's one thing you pretend to understand about money? 🫣

If KiwiSaver is on that list - we can help. Head to generatewealth.co.nz/advice to talk to our team.

No part of the video is intended as financial advice: it is intended as general information only. See Generate’s PDS at generatekiwisaver.co.nz/pds The issuer of the scheme is Generate Investment Management Ltd.

12/06/2026

If you're at tomorrow, come see Investment Specialist, Greg Smith, presenting tomorrow a Tent Talk on 'Building Wealth Outside the Farm'. Greg's a bit of a legend, so it's bound to be both entertaining and insightful - plus we think he's got some goodies to give away! See you tomorrow!!

This video is not intended as financial advice: it is general information only. See the PDS at generatewealth.co.nz/pds. The issuer is Generate Investment Management Ltd.

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