Unlock What’s Possible.
Prosper Financial
Take control of your future.
KiwiSaver is a long-term savings scheme designed to help you save towards your first home and your retirement. It can be tailored to match your risk to reward profile.
JARRED PERCIVAL - FSP1007910
NZ Financial Services Certificate - Level 5 in Investments, Insurance & Residential lending
Specialising in KiwiSaver and Investments
PROSPER FINANCIAL LIMITED - FSP1007548
About Prosper.
Jarred & Nick
What are Managed Funds?
Not Locked In
Withdraw balance anytime you like.
Tax Benefits
28% maximum tax rate.
Compounding Returns
“Your money makes money”
Managed funds pool your money with other investors' and have a professional manager invest it across a diversified range of assets like shares, bonds,
and property on your behalf. Unlike KiwiSaver, they're not tied to retirement rules or employer contributions, so you can invest and withdraw whenever suits you.
Asset allocation
Your Investment Mix.
Cash
Bonds
Defensive Shares
Growth Assets
Compounding Interest.
“The 8th wonder of the world”
See below the example of how compounding interest returns can transform your life.
Starting balance of $1,000,000 × 3.94% interest per annum.
After ONE year of compounding returns you will have $1,039,400.
After TWO years of compounding returns you will have $1,080,352.
After FIVE years of compounding returns you will have $1,213,147.
After TEN years of compounding returns you will have $1,471,726.
Starting balance of $1,000,000 × 6% interest per annum.
After ONE year of compounding returns you will have $1,060,000.
After TWO years of compounding returns you will have $1,123,600.
After FIVE years of compounding returns you will have $1,338,225.
After TEN years of compounding returns you will have $1,729,847.
Our Preferred Private Wealth Provider
NZ Funds has been managing money for Kiwis since 1988, now looking after around $3 billion for individuals, families, and trusts. Rather than just handing you a fund, they pair you with an adviser and build your portfolio around your actual goals.
Why they stand out:
Personal, not generic — advice built around you, not a one-size-fits-all fund
Nearly 40 years in the market — proven through multiple downturns and recoveries
Global diversification from day one — spreads risk across NZ and international markets