Your Home. Your KiwiSaver. Your Financial Future.

Your home, mortgage and KiwiSaver are some of the biggest financial decisions and commitments — but how to make them work together for you?
About this Event

Join MortgageGPT × Generate for a relaxed and practical evening about home ownership, KiwiSaver and building wealth for your financial future.

Speakers

Greg Smith, CFA - Investment Specialist | Generate

KiwiSaver is one of Kiwi's biggest long-term investments. But how confident are you that you're making the most of it?

Greg will cover the basics of how KiwiSaver works, common mistakes investors make, and the opportunities available to grow your wealth over time. And with the upcoming election, we'll also discuss what changes could be coming to KiwiSaver, what the major parties are proposing, and what those changes could mean for your retirement savings.

Whether you're just starting your KiwiSaver journey or already building wealth for the future, you'll leave with practical insights and greater confidence about your financial future.

Jen Qu - Founder & Financial Adviser | MortgageGPT

Buying a home and getting a mortgage is one of the biggest financial decisions. But what comes next?

Jen will explore how your mortgage, KiwiSaver, investments and insurance can work together as part of your bigger financial picture. We’ll look beyond simply getting a mortgage — from managing and repaying debt, building equity and growing KiwiSaver, to investing for the future and protecting what you’ve built along the way.

As your life, income, family and goals change, your financial strategy should change too. Jen will also discuss how a financial adviser can help connect the different pieces, understand your options and build a financial plan around where you are today and where you want to go.

What we'll explore?

• Are you in the right fund for your goals?
• What role does KiwiSaver play towards home ownership and beyond?
• How to structure your mortgage to fit your short-term and long-term goals?
• How your home, mortgage and KiwiSaver can work together to build long-term wealth?
• Upcoming changes and what they could mean for you.

Who should come?

Whether you're working towards your first home, already paying a mortgage, building wealth or simply wondering what your next financial move should be, this session is designed to give you practical insights and a better understanding of the options available to you.

Bring your partner, bring a friend, and bring your questions.

What to expect?

Come along, enjoy a drink and a bite, meet good people and take a fresh look at your financial future.

About MortgageGPT Wealth Sessions

Better financial decisions. Better financial wellbeing.

MortgageGPT Wealth Sessions bring our clients, community and industry experts together for practical conversations about property, KiwiSaver, investing, protection and financial wellbeing.

We believe financial wellbeing comes from seeing the bigger picture — understanding how different financial decisions work together throughout different stages of life.

Each Wealth Session focuses on real questions, practical knowledge and conversations that can help you make more informed decisions for your future.

We look forward to seeing you there.

This event provides general educational information. Any financial advice should take into account your individual circumstances, goals and needs.