Kiwisaver

We are very strong advocates of KiwiSaver. Every day we see the difference it makes in the financial futures of our clients.

Since its introduction in 2007 KiwiSaver has helped over 2.7m New Zealanders better financially prepare for their retirement.

But, as with so many things in life, with KiwiSaver there are do’s - and there are don’ts. Getting the most out of KiwiSaver, and making sure that your Scheme and Fund match your needs is best undertaken by an Authorised Financial Adviser.

We provide a free KiwiSaver advice service that includes

Ensuring your choice of Scheme and fund matches your unique needs
Help with processing first home withdrawals, retirement withdrawals or any other changes
Advice on optimising member tax credits
Reporting and ongoing monitoring of your Scheme.

KIWISAVER