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  • Plan ahead with our retirement calculator

    *Work out your estimated retirement balance and plan out your retirement lifestyle. It’s not just KiwiSaver focused, it allows you to add in other assets that you...

  • My Plan

    The Summer KiwiSaver scheme allows you to create your own portfolio of investments by choosing any combination of our funds - it’s your money. We call this *My Plan*. You...

  • Contact Forsyth Barr

    You can contact Forsyth Barr in confidence and without obligation. Fill in your details below and we’ll connect you with someone from Forsyth Barr in your...

  • Meet our Board

    The Summer KiwiSaver scheme is managed by Forsyth Barr Investment Management Ltd. Forsyth Barr Investment Management Ltd is a licenced manager of registered schemes and part...

  • Summer Investment Committee

    *The Summer Investment Committee provides us with a general investment view to support the asset allocation decisions *we make for *the Summer Conservative Selection, Summer Balanced Selection...

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  • Video insights

    *With the Summer KiwiSaver scheme you're not on your own.* Martin Hawes is here to provide information and guidance to help you make sense of what is...

  • Product Disclosure Statement

    This product disclosure statement gives you important information about the Summer KiwiSaver scheme. Forsyth Barr Investment Management Limited has prepared this document in accordance with the Financial...

  • Summer overview

    *Register to receive updates and investor education[register/] * Transfer to or join the Summer KiwiSaver scheme[register/]  It’s quick and easy to ask to transfer to or join Summer. All you...

  • Portfolio holdings

    Every six months the Summer KiwiSaver scheme uploads full portfolio holdings to the *Disclose Register[https://disclose-register.companiesoffice.govt.nz/]*. For your ease of access we replicate this information here. Below you...

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