Expert Financial Guidance Tailored to You
Maximise Your Returns, Secure Your Future
KiwiSaver Guidance
Your KiwiSaver isn’t just a savings account—it’s a powerful investment tool that could significantly impact your financial future. But choosing the right fund can be overwhelming, and the wrong choice could cost you thousands in the long run.
At Agile Private Wealth, we provide:
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Personalised Portfolio Advice – We help you select the best fund based on your goals, risk comfort, and timeline.
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Fund Performance Analysis – We compare top-performing providers to ensure your KiwiSaver is working for you.
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Long-Term Growth Strategy – We align your KiwiSaver with your financial future, whether that’s
buying your first home or
retirement planning.
Not sure if your KiwiSaver is in the right fund? Let’s review it together—book a free 15-minute chat today.
We analyse your unique financial situation to recommend the right KiwiSaver fund for your goals.
With industry insights and proven strategies, we help you make confident, informed decisions.
Your KiwiSaver isn’t set and forget—we review and adjust to keep it working at its best.
A Smarter Approach to Growing Your Wealth
Investment Strategy
Investing isn't just about putting money into funds—it’s about making your money work smarter. Our approach combines expert research, risk management, and strategic asset allocation to help you build long-term wealth.
Here’s how we create a winning investment plan for you:
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Risk Assessment – We help you find the right balance between growth and stability based on your financial goals.
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Asset Allocation Strategy – Diversifying investments across different asset types to optimise returns while managing risk.
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Time Horizon Planning – Ensuring your investments match your financial timeline, whether short-term or long-term.
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Ongoing Monitoring & Rebalancing – Markets shift, and so should your portfolio. We make sure you stay on track.
Let’s build an investment strategy that fits your goals. Book a free consultation today.
We build personalised investment plans that balance risk and reward to help you grow your wealth.
We analyse top-performing funds and market trends to ensure your investments are positioned for success.
We analyse top-performing funds and market trends to ensure your investments are positioned for success.
Align Your Investments with Your Values
Responsible Investing
Your investments should reflect what matters most to you. At Agile Private Wealth, we offer ethical and sustainable investment options, allowing you to grow your wealth while making a positive impact.
Our responsible investing approach includes:
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Environmental Responsibility – Supporting sustainable industries like
renewable energy and conservation efforts.
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Social Responsibility – Investing in companies that uphold
fair labour practices, diversity, and community initiatives.
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Exclusionary Screening – Avoiding industries that go against your values, such as
tobacco, gambling, and weapons.
Ethical investing doesn’t mean sacrificing performance—it means making smart, conscious choices that benefit both your portfolio and the world.
Interested in ESG-aligned investments? Let’s find the right ethical strategy for you—book a free consultation today.
Your portfolio can grow while supporting industries that make a positive impact on the world.
We help you align your investments with your values—without sacrificing strong returns.
Stay ahead with ESG-aligned funds that promote long-term sustainability and ethical business practices.
Thanks to Greg we have seen a significant improvement in our KiwiSaver growth. I feel more confident about reaching our goals. I would have no hesitation in recommending Greg to anyone that is looking for a competent, reliable and trustworthy Adviser
G & D (Christchurch)
KEEP YOURSELF AGILE
Take the First Step Toward a Smarter Financial Future
Not sure if your KiwiSaver is working for you? Get expert guidance and start maximising your investments today.
34 Main North Road
Papanui
Christchurch
8053
Business Hours
- Mon - Fri
- -
- Sat - Sun
- Closed