Generate KiwiSaver

Generate is a New Zealand investment firm that provides KiwiSaver and managed investment funds.

 

Generate KiwiSaver

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If you’re considering opening a KiwiSaver fund with Generate, check out Canstar’s latest Star Ratings for its products.

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Types of Generate KiwiSaver

Generate has three KiwiSaver funds, each offering a different level of potential return and targeted to the needs of a different life stage: Conservative, Growth and Focused Growth.

The funds contain varying mixes of assets, with cash and fixed-interest bonds (income assets) making up most of the conservative funds, and equities (growth assets) making up more of the growth options.

Generate also offers two Stepping Stones funds, which automatically allocate and adjust your savings annually to a fund or a mix of funds appropriate for your age:

Stepping Stones – automatically invests in funds with reduced risk as you get older.

Stepping Stones Growth – the same as the Stepping Stones option, but keeps you invested in a higher proportion of growth assets for longer.

Eligibility to open a Generate KiwiSaver account

Most New Zealanders can join KiwiSaver. Find out if you’re eligible on the government’s KiwiSaver website.

Join or transfer to a Generate KiwiSaver account

Apply online on the Generate website.

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Written by: Bruce Pitchers | Last updated: October 12, 2020