Financial guidance for the decisions that matter throughout life
Lifelong Wealth helps New Zealanders understand their KiwiSaver and investment options. We provide clear guidance across KiwiSaver, bonds, term deposits, shares and ETFs, so you can make informed decisions with confidence.
- KiwiSaver specialists — assess, join, find, withdraw and forecast support
- Bonds, term deposits, shares and ETFs — clear explanations before you commit
- English and Mandarin — advice you can follow in the language you prefer
Suitable
We help you find the fund that meets your needs — starting from your circumstances, goals and time horizon, not a one-size-fits-all recommendation.
Valuable
We help you realise the time value of your money — understanding how contributions, fund choice and time in the market shape your balance over the years.
Achievable
We help you get what you want — practical next steps, clear paperwork and ongoing support as your needs change over time.
Three ways we can help
Lifelong Wealth focuses on KiwiSaver and selected investment services. Choose the area that matches what you are looking for — each page explains what we cover before you commit to anything.
KiwiSaver
Understand your KiwiSaver, review your options and make decisions that support your future goals.
Fixed Income Investment
Compare term deposit options, explore bond opportunities and understand wholesale funds — with the return, access conditions and risks explained before you commit.
Shares and ETFs
Access selected shares and exchange traded funds with clear information and support.
Derek Chen
We are good at what we do
Lifelong Wealth focuses on providing financial advice on KiwiSaver accounts. Our specialty is investment advice and investment planning.
Derek Chen is a qualified Financial Adviser with eight years of industry experience. He previously worked for a licensed supervisor in New Zealand, supervising managed funds and KiwiSaver providers — building an in-depth understanding of how KiwiSaver providers work and what each plan offers.
- Master of Professional Accountancy and Finance — Massey University
- Master of Legal Studies — University of Auckland
- Certified Anti-Money Laundering Specialist · Member of Financial Advice NZ
Provider list may change from time to time — see Disclosure for details
Get your KiwiSaver account sorted.
We are here to provide suitable, valuable and achievable advice. Tell us what you would like help with and our team will direct your enquiry to the right person.