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KiwiSaver advice firm appoints investment lead

National Capital, the first financial advisory firm in New Zealand to launch a digital personalised KiwiSaver advice service has announced the appointment of an investment research lead.

Friday, April 24th 2020, 10:15AM 4 Comments

David Anamosa

David Anamosa contracted to National Capital for a year before being appointed in his new position at the end of March.

Clive Fernandes, authorised financial adviser and director of National Capital, said: “In this role David will be instrumental in helping National Capital refine our advice model which uses principles of behavioural finance and good investment research to empower New Zealanders to get better outcomes from their KiwiSaver investments.

“David’s expertise will allow us to bolster the support National Capital can provide its clients and help people do the most with their money throughout their lives. Already we cover more than 100 KiwiSaver funds in our research and with David’s help, this will only increase, allowing National Capital to cover as many funds and providers as possible.”

National Capital developed a KiwiSaver digital-advice solution which enables users to get personalised advice on which KiwiSaver fund and provider works best for them to achieve their goals, based on their situation.

Tags: KiwiSaver

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Comments from our readers

On 30 April 2020 at 5:34 pm Clive.Fernandes said:
We're really happy to have David on board. With around $60 billion in AUM, KiwiSaver funds don't get half the coverage and research they should. Congrats David.
On 30 April 2020 at 5:38 pm TashiaKemps said:
Congratulation David!!
On 30 April 2020 at 6:27 pm ashay.shekatkar@gmail.com said:
Congratulations David, well deserved!. With David on board with National Capital, clients will get thoroughly researched KiwiSaver material to help them plan for their retirement better.
On 4 May 2020 at 6:36 pm JamesNatCap said:
Nice one David, looking forward to working with you.

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