KiwiSaver Adviser Survey - 2026
Name
*
First
Last
Phone Number
*
Email
*
Do you currently offer advice on KiwiSaver investments to your clients?
Yes
No
No, but I refer to someone else
What percentage of your revenue is derived from KiwiSaver?
0%
Less than 10%
Between 11 - 50%
More than 50%
I don't know or don't want to disclose
Which KiwiSaver providers do you work with? (select all that apply)
Amova (was Nikko AM)
AMP
Booster
Craigs
Consilium (KiwiWrap/Evidential)
Fisher Funds
Generate
Hive (was Aurora)
InvestNow
Kernel
Kōura Wealth
MAS
Mercer
Milford
NZ Funds
Pathfinder
PIE (was Juno)
QuayStreet
SBS Wealth
Sharesies
Simplicity
Smart (was Smartshares)
Other
If you chose Other, please state
For the providers you work with, how would you rate quality of their service?
Between 1: (Extremely unsatisfactory) and 5: (Extremely Satisfactory)
Amova (was Nikko AM)
1
2
3
4
5
AMP
1
2
3
4
5
Booster
1
2
3
4
5
Consilium (KiwiWrap/Evidential)
1
2
3
4
5
Craigs
1
2
3
4
5
Fisher Funds
1
2
3
4
5
Generate
1
2
3
4
5
Hive (was Aurora)
1
2
3
4
5
InvestNow
1
2
3
4
5
Kernel
1
2
3
4
5
Kōura Wealth
1
2
3
4
5
MAS
1
2
3
4
5
Mercer
1
2
3
4
5
Milford
1
2
3
4
5
NZ Funds
1
2
3
4
5
Pathfinder
1
2
3
4
5
PIE (was Juno)
1
2
3
4
5
QuayStreet
1
2
3
4
5
SBS Wealth
1
2
3
4
5
Sharesies
1
2
3
4
5
Simplicity
1
2
3
4
5
Smart (was Smartshares)
1
2
3
4
5
Please rank your top three KiwiSaver providers by new enrolments in the past 12 months
First
Please Select
Amova (was Nikko AM)
AMP
Booster
Consilium (KiwiWrap/Evidential)
Craigs
Fisher Funds
Generate
Hive (was Aurora)
InvestNow
Kernel
Kōura Wealth
MAS
Mercer
Milford
NZ Funds
Pathfinder
PIE (was Juno)
QuayStreet
SBS Wealth
Sharesies
Simplicity
Smart (was Smartshares)
Second
Please Select
Amova (was Nikko AM)
AMP
Booster
Consilium (KiwiWrap/Evidential)
Craigs
Fisher Funds
Generate
Hive (was Aurora)
InvestNow
Kernel
Kōura Wealth
MAS
Mercer
Milford
NZ Funds
Pathfinder
PIE (was Juno)
QuayStreet
SBS Wealth
Sharesies
Simplicity
Smart (was Smartshares)
Third
Please Select
Amova (was Nikko AM)
AMP
Booster
Consilium (KiwiWrap/Evidential)
Craigs
Fisher Funds
Generate
Hive (was Aurora)
InvestNow
Kernel
Kōura Wealth
MAS
Mercer
Milford
NZ Funds
Pathfinder
PIE (was Juno)
QuayStreet
SBS Wealth
Sharesies
Simplicity
Smart (was Smartshares)
Please rank the reasons you offer KiwiSaver to clients, in order of importance.
When your clients choose a KiwiSaver provider, what factors are most important to them? (please rank in order of importance)
Overall, how satisfied are you with your current KiwiSaver process?
Very Unsatisfied
1
2
3
4
Very Satisfied
5
1 is Very Unsatisfied, 5 is Very Satisfied
How do you ensure transparency and disclosure when providing KiwiSaver advice to your clients? (Select all that apply)
Provide detailed reports outlining investment options and performance
Clearly communicate fees and charges associated with KiwiSaver accounts
Offer comparisons between different KiwiSaver providers and their products
Encourage clients to ask questions and address any concerns they may have openly
Other
When comparing KiwiSaver providers, where do you currently access independent research? (Select all that apply)
Morningstar
Zenith
Sorted
Canstar
Through my group/organization
Other
What challenges do you face when giving KiwiSaver advice?
What would make it easier for you to provide KiwiSaver advice?
Do you have any additional comments or suggestions about your KiwiSaver advice process?
Submit
Should be Empty: