Welcome to Summer

100% New Zealand owned

We understand how important your retirement is. As a 100% NZ-owned company, we’re determined to give more Kiwis financial solutions that make a positive, long-term difference.

Takes about 10 minutes — just have your IRD number and NZ driver licence or passport handy.

  • Licensed MIS manager
  • Actively managed
  • Responsible investing built in
Why the name Summer?

It’s a season full of optimism and positivity — exactly the sentiment we think first-home ownership and retirement planning could, and should, evoke.

Welcome to Summer.

The name was chosen because it evokes an enjoyable time of year. Retirement planning and first-home ownership don’t have to be a chore.

They should represent the well-earned fruits of your labour — and here you can explore the investment options we offer, then apply in a few simple steps when you’re ready.

Investment options

Learn more about our investment options

We offer a range of solutions to suit different goals, circumstances, and appetites for risk.

Tailored

My Plan

Build your own mix from the underlying funds, tailored to your goals and timeframe.

Lower risk

Summer Conservative Selection

Weighted towards income assets, for steadier returns and less volatility along the way.

Balanced

Summer Balanced Selection

A middle path — a blend of income and growth assets for medium-to-long-term investors.

Higher risk

Summer Growth Selection

Mostly growth assets, aimed at higher long-term returns with more ups and downs to be expected.

Why join Summer?

Six reasons Kiwis choose us

Offering New Zealanders quality solutions for long-term financial wellbeing.

Active investment management

They respond to market opportunities, rather than tracking a market index irrespective of changing market circumstances.

Responsible investment

Environmental, social and governance considerations are taken into account in the investment policies and procedures of the Scheme.

We keep you informed

We share our knowledge, helping you stay informed both about your money and the broader investment market.

100% New Zealand owned

Summer is a New Zealand company, determined to provide more Kiwis with financial solutions that make a long-term difference.

Joining is quick and easy

Complete the form to get the process underway. Just have your IRD number and New Zealand driver licence or passport ready.

Join Summer today

It’s quick and easy to complete the form and get the process underway. Just have your IRD number and New Zealand driver licence or passport ready.