How We Select Providers

At Savvy Saver, we take our responsibility to provide trusted KiwiSaver comparison and advice services very seriously. Our goal is to ensure that our clients have access to high-quality providers that cater to a diverse range of financial goals and preferences. Here’s why we work exclusively with the providers displayed on our platform:

1. Intensive Research and Due Diligence

We conduct in-depth research and analysis before selecting any KiwiSaver provider to feature on our platform. This process includes:

• Reviewing historical performance data, fees, investment strategies, and risk profiles.

• Evaluating each provider’s compliance with regulatory standards, including those set by the Financial Markets Authority (FMA).

• Ensuring transparency in how providers operate and communicate with members.

Our research ensures that only providers who meet our rigorous criteria make it onto our platform, giving you confidence in the options presented.

2. Collaborative Engagement with Providers

We don’t just analyze providers from a distance. We engage directly with them to:

• Understand their investment philosophies and long-term strategies.

• Discuss their commitment to innovation, customer service, and ethical investing.

• Evaluate how their funds align with the diverse needs of our clients.

This collaborative approach helps us assess whether a provider truly prioritizes the interests of their members and adheres to industry best practices.

3. Diversity and Suitability for Our Clients

We recognize that every client has unique financial goals and risk tolerances. The providers we feature have been carefully selected to offer:

• A range of investment options: From conservative to growth funds, ensuring suitability for various life stages and financial objectives.

• Competitive fees and returns: Providers must demonstrate value for money without compromising on quality.

• Specialized offerings: Some providers offer ethical or socially responsible investment options, catering to clients with specific preferences.

This diversity ensures that our clients can find a provider that aligns with their personal needs and values.

4. Quality Over Quantity

While there are many KiwiSaver providers in the market, not all meet the high standards we set for inclusion on our platform. By focusing on quality rather than quantity, we:

• Avoid overwhelming clients with too many options.

• Present only providers that we believe add genuine value to your KiwiSaver journey.

Our selective approach means that every provider you see has been thoroughly vetted and endorsed by our team.

5. Commitment to Ongoing Review

The KiwiSaver landscape is constantly evolving. To ensure we continue to serve our clients effectively:

• We regularly review the performance, fees, and offerings of the providers on our platform.

• We remain open to onboarding new providers if they meet our stringent criteria and comply with FMA regulations.

This ongoing review process ensures that our clients always have access to competitive, high-quality KiwiSaver options.

Disclosure and Transparency

We are committed to full compliance with the FMA’s regulations. Our comparison service is designed to:

• Provide clear and accurate information about each provider.

• Avoid any misleading or deceptive practices.

• Ensure clients are encouraged to review Product Disclosure Statements (PDS) and seek independent financial advice if necessary.

We do not endorse or recommend any specific provider. Instead, we aim to empower you to make informed decisions based on your personal financial circumstances.

Conclusion

At Savvy Saver, we are committed to helping you make informed decisions about your KiwiSaver investments. By working exclusively with carefully chosen providers, we ensure that you can trust the options presented to you. Our focus on quality, diversity, and suitability reflects our dedication to meeting your financial needs and supporting your long-term goals.