Scheduled maintenance is planned for June 13 at 4pm, during which time the site will be temporarily unavailable.
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For more than two decades, we’ve sat with thousands of people - at kitchen tables, in offices, in school staff rooms, and in community spaces - helping them make financial decisions for a life better off.
We’ve supported Kiwis into first homes, second homes, and investment properties; helped grow retirement funds; ensured the right cover for people, their loved ones, and their assets; guided business growth and sales - and much more.
True to our ethos, we work hard to ensure every Kiwi we partner with is better off. And for many of us - former youth workers, educators, trustees, community organisers, service workers - this next step reflects where we came from. The betterment of people has always been at the heart of what we do.
Through our experience both working for and alongside charities, and in financial services, we’ve seen firsthand how difficult it is for community organisations to secure stable, long‑term funding, even when their work is essential.
So, we decided to bridge that gap, using our expertise to translate between the impact sector and financial services, empowering not‑for‑profits to maximise their potential and return greater value to the communities they serve.
This next step is a natural evolution and a reminder of where we began twenty years ago. It is Velocity, but a little more Velocity.
Today, we’re introducing the Velocity Financial Kaitiaki Foundation, a charitable trust managed by our impact‑sector investment team. It’s designed to help community organisations look after the resources they already hold, so they can keep doing the good they’re here to do.
This isn’t the official launch (that will come later). For now, we’re simply creating space on our website to share what we’re building, and why it matters.
Across Aotearoa, charities, trusts, schools, and community organisations hold significant reserves, often sitting in low‑interest accounts because trustees are time‑poor or unsure where to seek advice. These funds could be working harder, supporting staff, programmes, and communities with greater long‑term stability.
The Kaitiaki Foundation provides a way for organisations to pool unused capital, access professional investment management, and receive returns proportionate to what they contribute, without having to build or manage their own investment portfolios.
Velocity does not run an investment fund and does not hold client money; the Foundation structure keeps those responsibilities separate and transparent.
No. The Foundation pools charitable reserves and invests them through external investment managers. Velocity provides advice but does not run a fund or hold client money.
Registered charities, trusts, schools, and community organisations, including those with volunteer boards, with at least $200,000 in unused or under‑invested capital.
Pooling creates scale, enabling access to investment options and pricing that smaller organisations usually cannot access, helping their reserves work harder for long‑term sustainability.
To create a stable, dependable source of returns that can be reinvested back into communities, with high‑trust, untagged giving that empowers leaders on the ground.
At its core, the Kaitiaki Foundation stays true to who we are: people‑first, community‑focused, and committed to doing good with the tools we have.
This initiative doesn’t feel like a new direction, it feels like Velocity, evolved, and we’re excited about the positive impact it will have across the sector.
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Over the coming months, we’ll build a full section on our website featuring:
For now, think of this page as our soft launch.
If your organisation would like to learn more, or understand whether this might be the right fit, we’d love to talk.
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Reach out to our Business Development Manager, Keryn Martin - also the Founder and Trustee of the Velocity Financial Kaitiaki Foundation - for more information.