Simplicity Financial Services

Founded in 2016 by Sam Stubbs, Simplicity NZ Ltd is a non-profit, ethical fund manager with a mission to make New Zealanders wealthier and more financially literate. The company operates on a low-fee model, aiming to pass on savings to its members through higher long-term returns. A key part of its ethos is philanthropy; it donates 15% of its management fees to the Simplicity Foundation, which supports various charities across New Zealand. Its primary offerings include KiwiSaver retirement schemes, diversified investment funds (Conservative, Balanced, and Growth), and first-home mortgages for its members.