KiwiSaver
Maximize Your KiwiSaver: Align, Educate, Compare, and Grow
Saving for retirement in New Zealand has never been easier, thanks to contributions from both the government and your employer. But with so many KiwiSaver options available, how do you choose the one that’s truly right for you?
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We’ll guide you through how KiwiSaver works and help you explore the different fund types to find the best option for your needs. Our team will assist you every step of the way, ensuring a smooth KiwiSaver setup and answering any questions you may have. After our discussion, you’ll receive a comprehensive summary report, outlining your KiwiSaver review, goals, provider preferences, and a general risk assessment – giving you the clarity you need to make confident decisions about your retirement.
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Our Process
Functionality You Will Love
01
Connecting to Better Serve You
An Adviser will meet with you to review your current financial situation and discuss your goals
02
KiwiSaver Basics
We'll explain how KiwiSaver works and talk through the fund types available to help you choose the right one for you
03
Introduce specialist Providers
Your adviser will introduce you to the specialist KiwiSaver providers that we work with.
04
Implementation
We assist you through every step of the KiwiSaver implementation process and will be on hand to answer any questions.
