Resource Hub

Good advice starts with the right tools.
Explore resources to help you plan, track and grow your financial future

Learn more about the funds you are invested in

Explore the details behind your investments in the fund manager’s Product Disclosure Statements. Check your Statement of Advice to see which funds apply to you.

What’s my Prescribed Investor Rate (PIR)?

Your PIR helps set how your investments are taxed — make sure it’s right for you.

KiwiSaver

Review your KiwiSaver today to stay on track for tomorrow. Complete our quick questionnaire to find out if you KiwiSaver is set up to achieve your investment goals.

What’s my Resident Withholding Tax Rate (RWT)?

Your RWT rate applies to interest from savings, term deposits, and dividends on your investments. Use our RWT guide to check the right rate for you.

Verify

Need to provide ID or address documents for a KiwiSaver or investment application but don’t know which documents are acceptable - check out our quick reference guide.

OneAnswer Investment - Client Access

Track your investment progress anytime through the OneAnswer client portal.

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