Freehold

Socially responsible KiwiSaver & investment advice

Your money,
doing good.

Your values, feelings towards risk and where you stand. Save it, share it, or turn it into a plan.

Get startedBuild my picture

Your account, your data

Your money stories · 1 of 8
I keep a close eye on where my money goes.

How does this feel for you right now.

No account needed · not financial advice

Where it all comes together

Use tools to help shape your present and your future. Values, your current situation and projections that help you model different scenarios.

What the Freehold portal does

  • Fact find

    Drop in a bank or KiwiSaver statement and the portal reads it to fill your fact find, so your numbers are ready without the typing.

  • Projections

    See where you are heading and pull levers like your contribution rate, retirement age and returns to watch your projection move.

  • Your picture

    Your values, money stories and risk profile gather into one picture you can keep and share.

  • Home

    Your dashboard shows one clear next step and the four pieces of your plan filling in over time.

Playing on a loop. Click any step to jump in.

Start where you are

Three tools that can help shape your picture.

Self-discovery · 2 min

Your money stories

Where you sit across eight money statements. What money stories ring true for you?

Begin
Planning · 3 min

Work out what you actually want

Surface your key values, understand your current priorities and life satisfaction, and build a shareable picture of where you are at and where you're heading.

Begin values sort
Investing · 3 min

Your risk profile

How you feel about the volatility that comes with investing.

Start

These tools are for your own understanding; they don't constitute financial advice. Already know you want to switch to a socially responsible KiwiSaver fund? You can , or just get in touch.

A real (human) adviser

Your data is yours. If you want to turn your goals into a plan enabled by strategy, you can choose to share what's relevant and what you're after (if you know).

Building wealth, buying a first home, ethical KiwiSaver, or just testing some scenarios. Your choice.

Get in touch
DS
Damian Sligo-Green
Financial Adviser · FSP1011603
  • Advice on behalf of Booster Financial Services (FSP28287), a licensed Financial Advice Provider
  • Independent across KiwiSaver providers, not tied to one fund
  • First conversation is free, no obligation

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