Take control
of your financial
life.
Real financial advice for everyday New Zealanders — KiwiSaver, investing, insurance, and beyond. Transparent and straightforward. Fully disclosed.
Your plan covers
Lift Off
Investment & KiwiSaver Advice
that works for you.
Whether you're just starting out, buying your first home, or planning for retirement, our KiwiSaver advice is designed to help you make confident progress toward your financial goals — with access to diversified options, clear guidance, and a nationwide support network.
Asset Allocation
A portfolio built around your life
We match your KiwiSaver fund and investment mix to your actual risk appetite and timeline — not a generic category. Your portfolio should reflect where you are now and where you're headed.
01
Growth vs income balance
02
Fund type — conservative to aggressive
03
Rebalancing strategy
What's included
Everything you need.
Nothing you don't.
One transparent advice fee covering every aspect of your financial life.
Lift Off
The financial advice
gap is closing.
Modern guidance for every New Zealander.
Quality financial advice was once reserved for those with significant wealth. The cost, the complexity, the barrier to entry — kept most people out.
Lift Off changes that. We combine experienced New Zealand advisers with technology that makes the advice process simpler, faster, and more accessible — without sacrificing depth or personalisation.
Getting started
is simple.
Three steps from where you are now to a financial plan built specifically for you.
01
Tell us about yourself
A straightforward onboarding that captures your financial position, goals, and risk appetite. No jargon, no unnecessary complexity. Done in minutes.
02
We build your plan
Your dedicated adviser, supported by our planning technology, creates a personalised financial strategy around your life — not a template.
03
Stay in control
Life changes. Your plan changes with it. Access your advice, track your progress, and connect with your adviser anytime through your digital dashboard.
Investments
Portfolios built
for the long game.
Not the product of the month.
We select managed funds, ETFs, and multi-asset strategies based on fee structure, risk-adjusted returns, and how they fit within your specific plan. Every holding earns its place.
Our investment process is built around your goals and timeline — not a model portfolio designed for the median client. The result is a portfolio that works the way you actually need it to.
KiwiSaver
Most Kiwis are in
the wrong fund.
The difference adds up to decades.
KiwiSaver defaults you into a fund based on your age, not your goals. For most working New Zealanders in their 20s, 30s, and 40s, a conservative default fund is quietly costing them hundreds of thousands of dollars over a working life.
We review your fund selection, contribution rate, and employer match strategy. Then we run the projection. The numbers tend to make the decision straightforward.
minimum employer match — free money most people leave on the table
minimum employee contribution — often the wrong starting point for your goals
retirement age — every optimised year between now and then compounds
Connected Platforms
Your full financial picture,
in one place.
Most Kiwis manage their money across five or six different places — and none of them talk to each other. Lift Off connects them all.
Generate
Milford
Booster
BNZ
ANZ
Superlife
Westpac
Simplicity
Sharesies
Stake
ASB
Fisher Funds
Hatch
Kernel Wealth
Pie KiwiSaver
Generate
Milford
Booster
BNZ
ANZ
Superlife
Westpac
Simplicity
Sharesies
Stake
ASB
Fisher Funds
Hatch
Kernel Wealth
Pie KiwiSaver
Real Results
