Why Generate?

With so many KiwiSaver schemes to choose from that’s a good question.

NZ Owned
NZ owned & operated KiwiSaver specialists
Award Winning
Investment Provider of the Year 2015 SuperRatings Gold 2016(1)
Service Focused
Ranked highly for services by Sorted.org.nz(2)
#1 Performance
#1 Performing KiwiSaver Fund in the Growth Category for 2014 & 2015(3)

The 5 year returns shown are the average for each fund type per annum (p.a.) from sorted.org.nz Fundfinder 01/04/10 to 30/06/15. Defensive 2.92%, Conservative 5.01%, Balanced 6.93% and Growth 8.55% p.a. The 5 year average returns are used for illustrative purposes only and during this time period there has been a bull market in equities so these returns may be higher than usual. Assumptions are that you remain employed and contributing 3% p.a. of your before tax pay or self-employed contributing continuously until you reach retirement at age 65. If employed your salary is assumed to grow by 3% p.a. Your employer puts in 3% p.a. less Employer Superannuation Contribution Tax. If self-employed you begin contributing ($20 p.w.) $1,042.86 p.a. and is assumed to increase by 3% p.a. Inflation is assumed to average 2% p.a. The table above does not reflect the prospective performance of the Generate KiwiSaver Scheme or of any Fund. The returns are subject to investment and other risks (including potential losses). No returns are guaranteed or assured, and returns can at times be negative, particularly given the length of the investment period shown in the illustration. Past performance is not necessarily an indicator of future performance and returns over different periods may differ.

Latest News

Ryan Edwards

Ryan Edwards

KiwiSaver: How to get an extra $521 from the Govt

If you are in KiwiSaver you can get an extra $521 a year from the Government, but many people are missing out. Here is how to get the free $521!

View more
Sam Goldwater

Sam Goldwater

Generate in the Media!

The Generate KiwiSaver Scheme has notched up another major milestone by hitting $200 million of funds under management. Henry Tongue, Generate’s CEO said: “Generate is very grateful for the support from all its members and advisers in reaching this milestone. The level of growth stemming from ‘word of mouth’ has been phenomenal and we are working harder than ever to keep up the high level of service.”

View more

View more in the blog

Get in touch

Leave your details below or call 0800 855 322 to speak to one of our advisers.