KiwiSaver encourages New Zealanders to think ahead and make a plan for their retirement fund. This voluntary savings scheme combines contributions made by you, your employer and the government. Making informed decisions about your investment can grow your savings significantly.
How your adviser can help
We’ll help you choose the right provider for your situation, based on your age, goals and lifestyle. We’ll compare the terms, conditions and fees associated with various funds, and ensure you have the correct Prescribed Investor Rate (PIR). As advisers, we can monitor the performance of your chosen fund and assist you in accessing first-home ownership help through this scheme.
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OUR PHILOSOPHY
Protect, Own, Grow.
Embracing a holistic view of your financial wellbeing can help you make better decisions, now and in the future. Our three-part framework balances the many moving parts that shape your life at various times.
