Make Informed Choices About Your Retirement Savings: Receive a Personalised KiwiSaver Report
Being in the right fund can make a huge difference in your retirement savings.
Does your KiwiSaver fund match your goals? Are you saving for your first home or retirement? It is important to be in the right fund based on these objectives
How does your current fund compare with your values? Our tool can help you compare the top socially responsible investments (SRI's).
Complete our KiwiSaver Quiz. You can speicify your investment preferences, goals and ethical considerations.
We will analyse your circumstances and develop personalised advice.
We will deliver your personalised KiwiSaver plan straight to your inbox. You can then decide if you would like to implement our advice or stay with your existing plan.
Make Informed Choices About Your Retirement Savings: Receive a Personalised KiwiSaver Report
No. There are no additional costs for a KiwiSaver review. Working with us wont cost you any more than working directly with a KiwiSaver provider.
This varies but generally takes about 10 business days to change KiwiSaver providers. Your new KiwiSaver provider will contact your existing provider and the IRD on your behalf, so there is nothing for you to do.
There are 2 ways you can use your KiwiSaver investment, either for your first home purchase or from your 65th birthday.