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Information & Tools

Blogs, FAQs, documents and useful calculators 

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Blog & Knowledge Base

Our news, views and opinion here 

Pathfinder first to offset carbon in KiwiSaver Funds

We agree that only offsetting is not a viable response to climate change. We invest our capital in companies that are low carbon and with viable plans to reduce their emissions further.

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Bitcoin mining bad for the planet

Bitcoin mining’s massive non-renewable power footprint, doesn’t feel like such an overwhelmingly positive story for our planet.

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When profit meets purpose

Positive impacts for their employees, economics, communities and the enviroment. 

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Residential property: A ponzi scheme or an investment bubble?

With residential property prices racing higher, could the market be a ponzi, a bubble or simply imbalanced?

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Why are stock markets so high?

Economies are yet to recover from Covid-19, and yet despite the economic chill, the bull is still charging, with stock markets at all-time highs.

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If it’s goodbye residential property, what’s next?

Please don’t shoot the messenger here, but residential property is not a productive asset class for our country.

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Read more articles

Frequently Asked Questions

Your KiwiSaver and Managed Fund questions answered here 

What is your eligibility requirement for opening a managed fund?

Our Pathfinder managed funds are open to both New Zealand residents and non-residents, trusts and children.

Our digital form will guide you through the requirements. Please read through carefully and supplied the requested documentation. 

I have a KiwiSaver account, how do I set up a managed fund account?

Use the joining form on the website for managed funds. Even though you already have a KiwiSaver account with us, there are different regulations around managed funds and we require slightly different information from you.

It takes a few minutes to complete the form and a few working days for us to run our compliance checks and set up the account.

You will receive an email notification with payment instructions when your account is ready. 

Can I set up an account for a minor?

Yes. As you complete the online joining form, you will be asked for supporting documentation proving your relationship and additional information for guardians.  

How do I make a deposit into my managed fund?

Please pay into the following account using the references below. Be sure to note the correct code in the payment details to us. 

There is a minimum initial deposit of $5,000 but no minimum regular contribution required after that. It is up to you. 

  • Account Name: Pathfinder Account
  • Account Number: 03-0566-0224417-000
  • Particulars: Your Member Number PAMxxx
  • Code: see below for your Fund code
  • Reference: Your Surname

Fund codes

  • Pathfinder Global Water Fund: PGWF

  • Pathfinder Global Responsibility Fund: PGRF

  • Pathfinder Global Property Fund: PGPF

  • Pathfinder Ethical Trans-Tasman Fund: PETTF

  • Pathfinder Ethical Growth Fund: PEGF

Please note that from the time your funds are received, it takes 2-3 working days to price and invest. The entire process therefore can take 4-5 working days depending on bank processing times. ​

Should you need help, please contact our friendly Customer Service team.

How do I apply for first home withdrawal?

If you’ve been a member of KiwiSaver for three years, you may be able to withdraw some of your KiwiSaver savings to put towards purchasing your first home.

You can withdraw your contributions, your employer’s contributions, any government contributions, and all of the investment returns in your KiwiSaver account (provided you leave a minimum balance of $1,000).

If you have owned a house before, you may still qualify if the Minister of Housing considers that your financial situation, in terms of your income, assets and liabilities, is the same as what would be expected for a person who has never owned a home.

In this case, you need to get a certificate from Housing New Zealand  (now Kāinga Ora) verifying this.

What is the minimum contribution I need to make for your managed funds?

There is a minimum investment amount of $5,000 for the initial investment.  Once you're account is set up, you're welcome to make regular or one-off payments at any time. Please use our online banking instructions. 

How can I pay into my Pathfinder KiwiSaver account?

Regular savings / contributions

  • You can invest by making regular payments, and change (or stop) the amount you save, at any time. You can do this via online banking using the information below. 

Lump-sum payment

  • You can make a lump sum payment into your account at any time using internet banking or Direct Debit.

Internet banking

  • Bank: ANZ / Branch: Cnr Queen and Victoria Streets, Auckland
  • Account Name: Pathfinder KiwiSaver Applications
  • Account Number: 01-1839-0934700-00
  • Particulars: your IRD Number
  • Code: your Unique Investor Number: ESGxxxxx
  • Reference: your Surname 

Frequently Asked Questions 

Documents

View and download these document packs 

alexis antoine lbIgR6AwLfw unsplash 1 Annual Report Pathfinder KiwiSaver Plan 2020
nicholas doherty pONBhDyOFoM unsplash v3 Ethical Investment Policy
bangyu wang o1Yao CAxEg unsplash Direct Debit Form
daniel j schwarz L50EwWmAY2w unsplash 1.copy Pathfinder KiwiSaver Plan Product Disclosure Statement
andrew coelho aL7SA1ASVdQ unsplash v3 Product Disclosure Statement (Ethical Growth Fund)
jaromir kavan vv oEGlN 4E unsplash Product Disclosure Statement

Downloadable Documents

Calculators

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Savings projection tool

See how much you could save by age 65 

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Ethical calculator

Find out what you're exposed to in your KiwiSaver

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Savings projections & ethical comparisons

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