Become a facilitator today

Join us today and empower your clients with tailored investment solutions and top-tier returns.

Why Kōura

Kōura offers advisors and their clients unparalleled benefits, including expert digital advice, greater investment options, and an efficient process that enhances client services while optimising investment outcomes.

Top tier returns:

Ensure your clients’ investments are working hard.

Low fees:

Competitively low fees, to drive investments further.

Personalised advice:

Key advice to simplify investment decisions for your clients.

Variety of funds:

Create a tailored portfolio from nine funds.

Streamlined process:

We do all the heavy lifting, for you and your client.

Our app:

Manage investments on the go with the Kōura Wealth app.

How offering KiwiSaver can help you

Adding KiwiSaver to your services enhances client relationships and boosts customer retention due to the life-long value KiwiSaver brings to clients.

Expand your service offering

Add an additional product to your financial advisory practise without extra risk.

Additional revenue stream

Finding new clients is hard KiwiSaver allows you to maximise your client base with additional revenue streams.

Expand your service offering

Add an additional product to your financial advisory practise without extra risk.

Our 3 service models

Referral

Our most popular model saves you time and effort. You introduce the client to Kōura and we do all the heavy lifting.

Facilitated

You walk the client through their KiwiSaver review using our digital advice tools. These tools deliver everything needed for insightful KiwiSaver advice.

Full advice

You provide advice for and recommend any combination of our 9 varied investment funds to fit each client’s needs.

Diversify your product portfolio with KiwiSaver