Why switch your KiwiSaver account to Fisher Funds?

Choosing who looks after your KiwiSaver investment is an important decision. Whether you’re just starting out, thinking about switching providers, or planning to use KiwiSaver towards a first home, the Fisher Funds KiwiSaver Plan (Plan) is designed to support you through every stage.

Why choose our Plan?

Choosing a KiwiSaver provider is an important decision. Whether you're joining KiwiSaver, considering a switch, or saving towards your first home, Fisher Funds offers a range of investment options, experienced support, and tools to help you make informed decisions.

New Zealand’s Most Trusted KiwiSaver provider, recognised in the Reader’s Digest Trusted Brands Awards for six years in a row.
An award-winning Client Experience Team and access to adviser support across New Zealand.
Over 25 years’ experience helping New Zealanders make the most of their money through managed funds and KiwiSaver.
A 30+ strong in-house Investment Team focused on long-term investment outcomes.
A choice of funds to suit different investment goals, plus our automated life-stages option, GlidePath.
A Responsible Investment Policy that guides how we invest for all of our funds.

If your current KiwiSaver provider no longer feels like the right fit, it may be time to switch. Fisher Funds brings together trusted experience, flexible investment options and practical support to help you feel more confident about who’s looking after your KiwiSaver account.

Switching your KiwiSaver account to Fisher Funds is about more than changing providers. It’s about choosing a team focused on long-term performance, clear communication and support when you need it. Whether you want to review your investment strategy, understand your risk profile, feel more connected to your investment, or plan for future milestones, Fisher Funds can help you take the next step with confidence.

Teenager getting started with KiwiSaver?

A simple way to help teens start saving for their future. 

Join Fisher Funds and get KiwiSaver support that’s simple, helpful and easy to understand. For teenagers, starting KiwiSaver early can be a great way to build good savings habits and get ahead for the future.  

By joining the Fisher Funds KiwiSaver Plan, teenagers can start building their understanding and financial education earlier in life - while having access to clear information and support as their needs change. It’s a simple step today that could help them feel more prepared for the future.  

Join or Switch

A choice of seven funds gives you flexibility.

Not sure which KiwiSaver fund is right for you? You’re not alone. Your goals, timeframe and comfort with investment risk can all influence which fund may suit you. The Fisher Funds KiwiSaver Plan gives members a choice of seven funds, from Cash through to Aggressive, as well as the option to use GlidePath. 

GlidePath automatically adjusts your investment mix over time, based on your age. It may be a helpful option if you want a simpler way to manage your KiwiSaver for retirement, although it may not suit everyone - particularly if you’re planning to use your KiwiSaver for a first home. If you’re unsure, Fisher Funds can help you understand your options and make a choice that better reflects your circumstances. 

Our fund options

Using your KiwiSaver account for a first home

Your KiwiSaver account could help you get closer to buying your first home. If you’ve been a KiwiSaver member for at least three years, you may be able to apply for a first home withdrawal and use eligible savings towards your deposit or purchase price. Fisher Funds can help you understand the process, what to expect and where to find the forms and information you need.

Log in to Fisher Funds Online, navigate to "First Home Buyer's Letter" (from Investment Tools on desktop or the account menu on mobile), and answer the eligibility questions.

Once you have answered the eligibility questions, you'll be all set to download a copy of your letter.

Download the Fisher Funds KiwiSaver Plan withdrawal form and take it to your solicitor to complete.

Return the form to us with: a copy of your certified ID, your Sale and Purchase agreement, your Solicitor's letter, and a deposit slip for your Solicitor's trust account.

How will the payment be made?

Your funds will be transferred to your solicitor's trust account prior to settlement and will be paid to the vendor as part of the purchase price for an unconditional sale, or as (part of) the deposit if that is a condition of your sale and purchase agreement. If your agreement is not completed, your solicitor will return the funds back to Fisher Funds to be reinvested in your KiwiSaver account.

Learn more

Support across New Zealand.

Fisher Funds has strengthened its adviser network across the country, helping more New Zealanders access KiwiSaver guidance when and where they need it. Whether you’re joining, switching, reviewing your investment options or planning for a major life milestone, having access to practical support can make it easier to feel confident about your next step. If you’d prefer to connect via tech we have phone support, online resources, webinars and online support there when you need.

Toi Foundation.

Fisher Funds is also majority owned by Toi Foundation, a community-focused organisation that supports community initiatives in Taranaki. This ownership connection helps reinforce Fisher Funds’ long-term commitment to Kiwis, their financial futures and the communities they are part of.

Our team

We’re a team of experienced investment advisers and financial professionals. We’re focused on helping clients feel confident about their financial future.

Your goals should drive your investments, and you should understand both. That’s the kind of advice I aim to give.

Sebastian Daff

Wealth Adviser