Wealth advice for KiwiSaver and investments
That connects the bigger picture
Specialist KiwiSaver and managed investment advice from an FMA-licensed advisor. Working alongside our property and lending services to create a joint approach to the wealth decisions that matter most.
How We Help
Helping clients make better long-term financial decisions
Nest Egg Wealth provides KiwiSaver and managed investment advice grounded in your wider financial picture. Rather than constructing bespoke portfolios, we help you identify the right risk profile for your circumstances, choose a provider from a curated panel of accredited fund managers, and build decisions that hold up over the long term.
KiwiSaver Advice
At Nest Egg Wealth we help clients review, structure, optimise their KiwiSaver with guidance shaped around their stage of life, goals, and risk profile. Whether you’re decades out from retirement, planning a first-home withdrawal, or simply unsure whether your current fund still fits, we’ll work through your options and help you settle on a provider from our accredited panel.
Managed Investments
Our managed investment advice is backed by a curated panel of accredited fund providers. We focus on guiding clients towards established managers and investment structures that fit their goals, timeframe, and risk appetite – whether you’re investing a lump sum, building long-term wealth alongside KiwiSaver, looking to invest the proceeds from the sale of a rental property, or seeking a more considered approach for capital currently held in cash.
Our Partners
A curated panel of accredited fund providers – selected for quality, not quantity
Nest Egg Wealth works with a small, accredited panel of fund providers – each chosen for their track record, transparency, and the quality of the products they bring to market. Every provider on the panel has been through a formal accreditation process, meaning the KiwiSaver schemes and managed funds we discuss with clients have already been vetted before they reach the conversation.
Milford
One of New Zealand’s longest-established active fund managers, Milford is recognised for hands-on portfolio management and a strong long-term track record across KiwiSaver, managed funds, and investment services.
Booster
A diversified KiwiSaver and managed fund provider with a strong New Zealand presence, Booster offers accessible products, clear reporting, and a broad range of fund options across the conservative-to-growth spectrum.
QuayStreet
Koura
The Nest Egg Group
Support beyond investments
Property management and mortgage brokering – connected services for clients managing more than one part of the picture.
Nest Egg Property Management
Nest Egg Property Management provides hands-on rental management for New Zealand landlords and property investors – handling tenancies, compliance, and the day-to-day work of keeping a property running well. For clients balancing investments and property, having both managed within the same group keeps the wider picture joined up and the admin considerably simpler.
Visit Property Management
Mortgage Brokering
Regan also operates as a mortgage advisor through Legalese, working with clients on home loans, investment property finance, and refinancing. It’s a natural complement to KiwiSaver and investment advice – particularly for first-home buyers using KiwiSaver toward a deposit, or property investors making decisions across both their portfolio and their lending.
Learn More
Find the right investment for you
Meet Your Advisor
Experience, perspective, and long-term thinking
I’ve spent the last six years working as an investment advisor, working with clients across KiwiSaver, managed funds, and the kind of long-term decisions that shape financial outcomes over decades.
Alongside that, I’ve worked across property management, mortgage broking, and insurance – different parts of the same picture, all of which inform how I approach advice today. Nest Egg Wealth was built around a simple idea: most clients end up working with a handful of separate advisors, each seeing one piece of the financial picture. I’d rather be someone who can see how those pieces connect – and help clients make decisions accordingly.
FMA licensed and registered financial advice provider
Contact
Get in touch
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