This service offers personalised KiwiSaver advice, helping clients choose the best provider and fund to match their goals and risk profile. They provide tailored strategies, independent comparisons, and guidance for optimising savings for retirement or first-home purchases.
As part of our comprehensive financial planning services, we specialise in integrating KiwiSaver into your savings and retirement strategy, tailored to fit your unique circumstances. Whether saving for your first home or you are unable to withdrawer your investment until retirement age we can work with you to be sure your investment is working as well for you as it can.
When investing for income, it is crucial to ensure your asset mix can withstand inflation while offering adequate diversification to protect your investments. Our strategies focus on constructing a portfolio that balances risk and returns effectively.
We assist a diverse range of clients in managing their KiwiSaver investments. Recognising that everyone has different situations and savings objectives, we’re here to provide:
Tailored Strategies: Together, we can explore the best ways to leverage KiwiSaver for maximising your savings, making it easier for you to reach your retirement goals.
Discover the best KiwiSaver Fund for your unique profile by clicking the link below to complete our quick two-minute online risk profile questionnaire.
