Generate Wealth

01/08/2026

Saving for your first home or retirement? 🤔

We asked Aucklanders what they’ll be putting their KiwiSaver savings towards.

Wherever you're at, the right advice can make a big difference.

Get expert advice at generatewealth.co.nz/advice

No part of this is intended as financial advice: it is general information/opinions only. See our financial advice disclosure and product disclosure statements at generatewealth.co.nz/disclosures . The issuer is Generate Investment Management Ltd.

01/08/2026

This Money Month, we’re focusing on the money questions that can make people feel sorted - or stressed. Sorted Money Month, we’re focusing on the money questions that can make people feel sorted - or stressed.

Am I in the right type of KiwiSaver fund?
Am I on track for retirement?
Am I making the most of my contributions?
Who can I talk to if I need advice?

These are the kinds of questions our KiwiSaver advisers help Kiwis answer every day.

Over the month, we'll be sharing practical tips and information to help you feel more confident about your KiwiSaver investment and your retirement savings.

If you'd like to chat to one of our KiwiSaver advisers, visit generatewealth.co.nz/social.

See a copy of our PDS and FAP Disclosure Statements at generatewealth.co.nz/disclosures. The issuer is Generate Investment Management Ltd.

31/07/2026

Real Kiwis share what they wish they'd understood sooner about money…😬

These Kiwis wish they'd started earlier, contributed more, and understood the power of compounding sooner.

If you want help making the most of your KiwiSaver investment, get expert advice at generatewealth.co.nz/advice

No part of this is intended as financial advice: it is general information/opinions only. See our financial advice disclosure and product disclosure statements at generatewealth.co.nz/disclosures . The issuer is Generate Investment Management Ltd.

30/07/2026

It’s time to vault into another Generate Performance Report.

Tomorrow morning (NZ time), the Women’s Pole Vault Final takes centre stage at the Commonwealth Games.

New Zealand’s women’s pole vault record stands at an incredible 4.94 metres, about the height of a double-decker bus! 🚌

Now that’s putting performance first.

*Morningstar Direct report as of 31 May 2026. The Generate Focused Growth KiwiSaver Fund ranked 1st out of 10 in the NZ Multi Sector Aggressive category for the 10-year period ending 31/05/2026. © 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. The Generate Focused Growth fund has a recommended minimum investment timeframe of 8 years. The issuer is Generate Investment Management Limited. To see a copy of the Product Disclosure Statement and advertising disclosures see www.generatekiwisaver.co.nz/disclosures

Past performance does not guarantee future returns.

29/07/2026

200,000 members! This is a huge milestone, but what sits behind it is even more important.

Around 90% of Generate members have joined after receiving KiwiSaver advice*, reflecting the value New Zealanders place on speaking with someone before making decisions about their retirement savings.

For years, we've focused on helping Kiwis better understand their options and make informed decisions about their financial future. Reaching 200,000 members reflects that approach and the trust our members have placed in us.

Thank you to everyone who has been part of the journey, and we look forward to even more Kiwis joining us in future!

*Generate data as at 31 March 2026 shows 92.07% joined through an adviser. See the Product Disclosure Statement and advertising disclosures at generatewealth.co.nz/disclosures. The issuer is Generate Investment Management Ltd.

29/07/2026

How prepared are the people of the North Shore for retirement? 👩‍🦳️

Wondering how your retirement savings are shaping up? It’s a great time to check in and ensure you're on track. Book a no-obligation chat with one of our KiwiSaver advisers today at generatekiwisaver.co.nz/advice

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

29/07/2026

The Men’s Shot Put qualifying round is happening tonight (NZ time), at the Commonwealth Games, so today’s Generate Performance Report is all about power. 💪

New Zealand’s Shot Put record stands at an incredible 22.9 metres, which is far enough to clear an entire cricket pitch!

Talk about putting performance first.

*Morningstar Direct report as of 31 May 2026. The Generate Focused Growth KiwiSaver Fund ranked 1st out of 10 in the NZ Multi Sector Aggressive category for the 10-year period ending 31/05/2026. © 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. The Generate Focused Growth fund has a recommended minimum investment timeframe of 8 years. The issuer is Generate Investment Management Limited. To see a copy of the Product Disclosure Statement and advertising disclosures see www.generatekiwisaver.co.nz/disclosures.

Past performance does not guarantee future returns.

28/07/2026

Is $1 million still enough for a comfortable retirement?

With rising living costs and longer retirements, it's a question more New Zealanders are asking.

Generate's, Greg Smith, recently shared his thoughts with the nzherald.co.nz on what retirement could look like for future retirees, and why understanding your KiwiSaver balance is only part of the picture.

Read the article here: https://www.nzherald.co.nz/business/personal-finance/investment/is-1m-really-enough-to-retire-comfortably-in-new-zealand-generate-wealth-weekly/377D45ONXNGS7MLWFHXPSW7ZHE/

No part of this is intended as financial advice: it is general information/opinions only. See our product disclosure statements at generatewealth.co.nz/disclosures. The issuer is Generate Investment Management Ltd.

At 3% inflation, living costs could double within about 24 years of retirement.

27/07/2026

#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 generatekiwisaver.co.nz/disclosures
Past performance is not a reliable indicator of future performance.

24/07/2026

Who’s tuning into the Commonwealth Games today? 👀

Today, both the Men’s and Women’s 3x3 Wheelchair Basketball group matches begin, which means it’s time for another Generate Performance Report!

3x3 Wheelchair Basketball is so fast paced that the shot clock is 12 seconds instead of 24.

That’s performing under pressure! 🏀

*Morningstar Direct report as of 31 May 2026. The Generate Focused Growth KiwiSaver Fund ranked 1st out of 10 in the NZ Multi Sector Aggressive category for the 10-year period ending 31/05/2026. © 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. The Generate Focused Growth fund has a recommended minimum investment timeframe of 8 years. The issuer is Generate Investment Management Limited. To see a copy of the Product Disclosure Statement and advertising disclosures see www.generatekiwisaver.co.nz/disclosures

Past performance does not guarantee future returns.