Why Generate?
Award Winning
SuperRatings has awarded Generate a KiwiSaver Gold Rating for 2016, 2017, 2018, 2019, 2020 and 2021.
Not Newbies - 90+ Years Combined Industry Experience
The founders of Generate have more than 90 years combined industry experience.
KiwiSaver Specialists
Generate’s goal is simply to help you grow your savings and achieve the lifestyle you want in retirement. Investment decisions are overseen by an investment committee which is made up of experienced investment professionals.
Easy Online Access 24/7
Generate provide you with online access so you can always view the full details of your investments, including how much you have saved and transaction information.
Peace of Mind with Public Trust
Public Trust is New Zealand’s most enduring trustee organisation. It’s the only Crown entity that acts as a trustee serving the corporate and business market in New Zealand. Public Trust’s role is important as it is the supervisor of your investment in the Scheme. As the supervisor Public Trust has full oversight of your KiwiSaver investment. Public Trust does not guarantee the performance of the Scheme or any of the Funds.
New Zealand Owned and Operated
Generate was established in 2012.
Strong Performance (Conservative and Growth Sector)
Generate have shown consistent, strong performance in both the conservative and growth sectors over the last 3-5 years.
Keep You in the Loop
Generate keep you up-to-date with regular ‘plain English’ email newsletters, annual reports and audited financial statements.
Responsible Investors
Generate is a signatory to the United Nations Principles for Responsible Investment (UNPRI). and invests in a way that incorporates environmental, social and governance (ESG) issues. They believe that proactively managing ESG issues will deliver stronger long-term investment returns. On the independent Mindful Money website Generate funds have some of the lowest levels of ‘investments of concern’ in
KiwiSaver. The Generate Conservative Fund has 0.0% investments of concern, the Generate Growth Fund 2.6% and the Generate Focused Growth Fund 3.97%.
Active Managers
In order to generate returns you deserve, Generate carry out extensive research and actively monitor the performance of their selected investments to ensure they meet their high standards. When they think an investment is no longer likely to live up to expectations, Generate will replace it with one they believe can.
AdviceFirst is a Financial Advice Provider (FSP23242).
Everyone can benefit from professional advice at some stage in their life. Calling on experts can be
the difference that helps you achieve your lifetime goals or not. At AdviceFirst our expert advisers
are here to help when you need them.