đ° KiwiSaver Scheme, Wealth Management & Pension Transfer
At Lendi Financial, we help you make smarter decisions about your savings and long-term financial security.Whether youâre reviewing your KiwiSaver fund, building a wealth plan, or transferring your UK pension to New Zealand, our experienced advisers offer clear, independent advice tailored to your goals.
KiwiSaver Scheme
We help you choose the right KiwiSaver fund to match your age, income, and risk profile â ensuring your money works harder for your future or first-home goals.
Wealth Management
From investment strategies to retirement planning, we create simple, achievable plans to help you grow and protect your wealth over time.
Pension Transfer
If youâve moved to New Zealand and have a UK or overseas pension, we can assist with compliant QROPS transfers, tax planning, and setup to maximise your long-term benefits.Iâm a paragraph. Drag me to add paragraph to your block, write your own text and edit me.
Keen to get started on your own? You can invest in a managed fund directly without receiving financial advice. Itâs quick, easy, and still gives you access to a professionally managed portfolio. Use the link below to apply â and your investment will be linked to Lendi for ongoing support if you ever need it.
Managed Fund Without Financial Advice
A managed fund is where many people pool their money together, and a professional manager invests it in things like shares, bonds, and property. You buy âunitsâ in the fund, and the value goes up or down based on how the investments perform.
At Lendi, we offer managed funds starting from $1,000, with flexible access and different risk options to suit your goals.