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Let us help you find the best fund to maximize your savings, at no extra cost.
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Let us help you find the best fund to maximize your savings, at no extra cost.
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
There are no extra costs for a KiwiSaver review. Adviser fees are typically included in the standard fees charged by most KiwiSaver providers, meaning the advice we provide comes at no additional cost beyond your usual KiwiSaver fees.
A KiwiSaver review is a process where we assess your current KiwiSaver account, including your contributions, fund type, and investment performance, to ensure it’s aligned with your financial goals and retirement plans.
A review helps ensure your KiwiSaver is on track to meet your retirement goals, taking into account changes in your life, income, or risk tolerance. It can also help optimize your investment performance.
It’s a good idea to review your KiwiSaver annually or after any significant life changes such as a job change, salary increase, or change in financial goals.
During a KiwiSaver review, we evaluate your contribution rates, fund type, and the performance of your investments. We also take into account your retirement goals or plans for a first home purchase to ensure your KiwiSaver is working toward your specific objectives.
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.
Your fund choice should reflect your risk tolerance and retirement goals. If you’re unsure, a review can help determine whether your current fund is the best option for you.
There are 2 ways you can use your KiwiSaver investment, either for your first home purchase or from your 65th birthday.