Hi, we’re Generate
Our team is dedicated to helping Kiwis make smart decisions with their KiwiSaver investments, so they can be better off at retirement. We have advisers located nationwide to make it easy for Kiwis to connect with us, and we’re proud to have won a variety of awards for providing exceptional support and expertise to our members.
We have advisers nationwide
For many Kiwis, their KiwiSaver account is one of their most significant investments, often second only to their home. However, most New Zealanders have never received KiwiSaver advice and are unaware of how to maximise their investment. This is where our KiwiSaver advisers can help.
Our team of knowledgeable KiwiSaver Advisers can meet with you to explain how KiwiSaver works and how you can maximise the benefits. We understand the importance of flexibility, so our advisers can arrange meetings at a time and place that suits you best. There's no obligation to join; our goal is simply to ensure you feel informed and empowered about your KiwiSaver plan.
Generate Adviser
Stephanie Whittaker
"I'm a strong advocate for sharing knowledge to educate and empower people, enabling them and their whānau to make informed decisions with smart, personalised KiwiSaver advice.”
Meet our Investment Team
Our expert Investment team are 'active' managers, which means they don't just follow the markets - they aim to beat them. And they're pretty good at it too - they have a proven track record of delivering strong long-term returns for our members and have accumulated a variety of awards and industry recognition for their remarkable success.
Chief Investment Officer, Director & Investment Committee Member
Portfolio Manager
Portfolio Manager
Portfolio Manager
Portfolio Manager
Global Equities Research Analyst
Global Equities Research Analyst
Investment Operations Specialist
Meet our
Leadership team
Chief Executive Officer, Director
Chief Investment Officer, Director & Investment Committee Member
Head of Compliance
General Counsel
Chief Technology Officer
Chief Operating Officer
Head of Operations
Head of Distribution
Head of Marketing & Client Experience
Build your career with Generate
With advisers located nationwide and a diverse range of business units in-house, Generate offers a supportive and growth-oriented environment for passionate and motivated professionals at all levels.
- Flexible workplace
- Career development
- Health insurance and wellbeing initiatives
- An active social committee and focus on team building
Disclaimers