Sustainable growth Generate KiwiSaver Scheme is an award-winning, NZ-owned investment manager with a proven track record in long-term performance and a focus on community and environmental impact investments, presenting a compelling value proposition for ESG-conscious investors and institutions seeking aligned portfolios.

Scale and reach With over 190,000 clients and 201-500 employees, Generate demonstrates substantial market presence and capacity to onboard new customers, partnerships, and large impact financing deals through existing distribution channels.

Partnerships Recent collaboration with Community Finance to deploy a $14 million impact investment for 35 new homes highlights opportunities for co-branded funds, blended finance structures, and targeted social housing initiatives.

Brand trust Consistent consumer recognition, including Consumer NZ People’s Choice Award and Readers Digest Trusted Brand Award from 2022 to 2025, indicates a strong differentiator for marketing campaigns, referrals, and premium service offerings.

Tech and analytics Diverse tech stack and digital signals (Analytics, tracking, and modern web technologies) point to opportunities for data-driven sales motions, personalized client journeys, and enhanced digital onboarding for new advisors and employers.