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Simplicity
7 Byron Avenue, Takapuna, Auckland, New Zealand
About Simplicity
Welcome to Simplicity, a leading financial institution located in Auckland, New Zealand. Our establishment is situated at 7 Byron Avenue, in the vibrant city of Auckland. As a point of interest, we are renowned for our expertise in finance and investment.
At Simplicity, we pride ourselves on our investment approach. Our fund primarily focuses on growth assets, with a limited exposure to income assets. This unique strategy ensures that our members have the opportunity to maximize their returns while still maintaining a balanced portfolio.
Our investment portfolio is diverse, consisting of a mix of growth and income assets. We invest in shares listed on the New Zealand Stock Exchange, as well as New Zealand government and investment grade bonds issued in New Zealand dollars. Additionally, we also invest in listed company shares in developed markets, providing our members with a well-rounded investment portfolio.
As a KiwiSaver default provider, we are committed to helping our members grow their wealth. We believe in responsible investing and apply the same high standards to every dollar we invest. Furthermore, we proudly support local charities in New Zealand, with over $6 million donated so far.
Switching to Simplicity is easy and hassle-free. With just your IRD number and driver's license or passport, you can switch in minutes and leave the rest to us. We offer the same low fees and investment options as our KiwiSaver funds, with full access to your money at any time.
Our commitment to transparency is evident in our detailed breakdown of every investment, contribution, fee, tax, and return. We update our returns daily, allowing our members to stay informed and make informed decisions about their savings and investments.
Additionally, we provide answers to all our members' most common questions, ensuring that you have the information you need to make the best financial decisions. You can also change the funds you're invested in online, at no charge.
Join the 144,075 members who have chosen Simplicity for a reason. We genuinely care about helping our members achieve their financial goals. Our 6.40% floating rate, with no early repayment fees, can help you get out of debt faster.
At Simplicity, we prioritize our members' financial success over everything else. Unlike others in the industry, we focus on making money for our members, not from them. With our dedication to providing exceptional service and our commitment to responsible investing, we are confident that Simplicity is the right choice for your financial future.
Copyright Simplicity 2023. Simplicity NZ Limited, located at Level 11, 5-7 Byron Avenue, Takapuna, Auckland 0622, is the issuer of the Simplicity KiwiSaver Scheme and the Simplicity Investment Funds.
Photos of Simplicity
5/7 Byron Avenue, Takapuna, Auckland 0622, New Zealand
Opening hours of Simplicity
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Simplicity
"We joined the Simplicity Balanced investment fund in October 2021. It was recommended at the time by the Herald columnist and others because of their low fees and the passive nature of the investment. At May 2023 our balance had dropped by 5.5% over the past18 months. This investment fund represents a significant part of our savings. We consider, in hindsight, that we should have stayed with Term Deposits."
"Here is the best opportunity to be part of a highly ethical company, with true New Zealand values, that is, taking care of each other, giving back, open and honest, and no flashy frills. This is the best Kiwisaver fund manager available, hands down."
"This is the most friendly, helpful investment organisation I've ever dealt with. Unlike the 2 banks I'm forced to continue with, Simplicity staff have bent over backwards to answer my questions and make things work. I've been a member from near the beginning (about 5 years) and have persuaded several members of my family, and others, that this is the best Kiwisaver/indexed funds investment option. Can't speak highly enough of the staff I've dealt with over the years."
"Very happy with Simplicity - I have been a member for a number of years. They have always been responsive, understanding, and helpful when I contact them. The ethical investing and donating profits to charity is a great bonus, and founder Sam Stubbs has a meaningful public presence in the media in interviews and opinion pieces."
"I joined simplicity in the early days because of the reputation of Sam Stubbs and the low fees they charged. Sam called me weeks after I joined and put a friendly face to what could have been an impersonal investment transaction. I have been very well rewarded directly financially, and also through the great community work that simplicity undertakes. I actively promote simplicity to family and friends and suggest you do some research and make the move, you won't be disappointed."
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