Fizzy Financial

We find you the right
fund for your life stage

We find you the right fund for your life stage

It’s simple: we help you get more from the money you’re already putting away, with a fund that better matches where you are now and where you want to end up.

More control.   
Less worry.

If you get as fizzed about your KiwiSaver as we do, then we know we’ve done our job. We want you to understand where your money is going, feel confident about the decisions you’re making, and maybe even enjoy the process along the way!

Get Started

NO ADDITIONAL COST FOR YOU!

A PLAN THAT SUITS

A PLAN THAT
SUITS

A STRONGER RETURN

A FUTURE WITH MORE FREEDOM

Our process

We have a pretty straightforward process, and it all centres on partnership. We’ll keep you in the loop, explain things clearly and make sure you feel confident at every step.

1

We chat! We
learn!

Our first task is to get to know you so we can provide the right advice for your life stage and goals.

1

We chat! We
learn!

Our first task is to get to know you so we can provide the right advice for your life stage and goals.

2

We help you find
the right provider

We help you find the right provider

Once we understand where you’re at, we compare the KiwiSaver providers we work with and narrow things down to the ones that best suit you.

2

We help you find the right provider

Once we understand where you’re at, we compare the KiwiSaver providers we work with and narrow things down to the ones that best suit you.

3

We help you find
the right fund

We help you find the right fund

Then it’s time to get more specific, looking at things like your goals, timeframe and appetite for risk so we can recommend the fund that makes the most sense for you.

3

We help you find the right fund

Then it’s time to get more specific, looking at things like your goals, timeframe and appetite for risk so we can recommend the fund that makes the most sense for you.

4

We keep you in
the right fund

We keep you in the right fund

Life changes, and your KiwiSaver should keep up. We’ll review things with you over time and make sure your fund still fits where you’re at and where you want to be.