KiwiSaver

The question of KiwiSaver is less ‘why’ and more ‘why not’ because of the many benefits it offers.

Most New Zealanders are familiar with the KiwiSaver savings scheme set up by the government to help them save for their retirement. However, data shows many are still in the incorrect fund for their goals and stage in life.

Whether you are employed or self employed you could be losing tens of thousands of dollars by being in the incorrect KiwiSaver, paying the wrong rate of tax on your KiwiSaver account or not maximising the annual government contribution.

There are currently over 38 schemes and 300 different funds to choose from, which can make things confusing. Choosing the right KiwiSaver fund is critical.

That’s where we come in.

We have handpicked several different providers to work with which means we can recommend a KiwiSaver scheme that best fits your needs and goals, rather than being tied to one company.

We have access to companies that align with your values in ethical and responsible investing.

Our straight-forward process will ensure your KiwiSaver is working for you and that you are better informed to make decisions on your investment.

Our Review Process

Chat & identify

This gives us a chance to talk through your financial goals, identify what your needs are and what is important to you e.g. ethical and responsible investing.

Recommendations

We use a risk profile tool and provide a report outlining the provider and fund comparisons/recommendations based on your goals.