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KiwiSaver

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Maximise your KiwiSaver investment

These days, you can save for retirement with a helping hand from the New Zealand Government and your employer, but how do you know which KiwiSaver option is best for you?

Just being a KiwiSaver member doesn’t mean the job is done, there are a lot of other factors to consider too. What life stage are you at? Are you in the right fund to meet your retirement goals? Are you saving enough? Our team of expert Financial Advisers can advise you on which KiwiSaver Scheme is suitable to help you meet your retirement aspirations.

Our process

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Getting to know you

The first step is for us to get to know you a little better - to understand your financial goals and aspirations. For example, what you want your retirement to look like, your attitude to investment risk and how KiwiSaver fits into the overall equation.

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Creating a personalised plan

Once we know and understand your financial goals we will create a tailored and long-term plan to help you achieve your goals. This includes an assessment of any investments or insurance you already have in place, including your KiwiSaver investment.

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Implementing the plan

If you are happy to go ahead with the plan outlined, we will liaise with any product providers and help you with all of the paperwork.

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Keeping the plan on track

We don’t say goodbye once the plan is in place. We will work with you over the long-term to make sure that your plan continues to meet your needs.

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