Mercer FlexiSaver
Mercer has been helping Kiwis save for their best possible retirement for over 65 years.
You choose how much to invest and what to invest in.
You can access some of the most diversified and actively managed investments in New Zealand through our choice of seven investment options. This range of solutions is designed to suit your investment needs and personal circumstances. It's easy to deposit money into your FlexiSaver account. You can make regular or lump sum contributions directly into your FlexiSaver account from your online banking system or app, and there are no minimum contributions.
With many of the benefits of Mercer KiwiSaver, but the added flexibility to invest when, where and for how long you want.
Head of Consumer Wealth
Getting serious about investing
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1. Flexibility —Deposit or withdraw your money at any time. You choose how much to invest, when to invest and what to invest in. You can also deposit money straight from your online banking system or app.
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2. Choice —You can invest in one of seven investment options, ranging from 100% Cash to 100% Shares. This will allow you to choose the one that best suits your personal circumstances. You can also invest in multiple options to further diversify your investment portfolio.
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3. Cost effective —FlexiSaver is a cost-effective way to invest in your future. Competitive fees mean that more stays in your account so you could achieve your investment goals more quickly.
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4. Experience —With more than 200 employees involved in manager research we track over 6,700 managers and more than 35,000 investment strategies across the globe (as of March 2023). Each investment option is carefully constructed and we monitor every manager on behalf of our investors.
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5. Options —It’s up to you whether you open a joint account or an individual account. Whichever suits your circumstances and investment objectives.
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6. Support —Access financial advisers who can help you with your investment decisions by calling 0508 637 237 or by requesting a call back online from our financial advice team.
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7. Access your FlexiSaver account 24/7 —It’s easy to manage your account by signing into your account online and/or downloading Mercer’s mobile app (available on both the Apple and Google Play stores). You can check your account balance, update your details and review your investment options anytime.
How to join
Joining Mercer FlexiSaver is easy and there are no age restrictions.
You can apply online or download the product disclosure statement, complete the application form at the back and post it to us.
Still not sure if Mercer FlexiSaver is right for you? Call us on 0508 637 237 or email us at NZAdvice@yj1001.net.
Mercer is on a mission - helping Kiwis on their journey to a financially better retirement while learning more about sustainable investing. Find out more about how we do that.
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