Kiwisaver is a savings scheme designed to help people fund their retirement. The government set up the KiwiSaver regime, and private KiwiSaver scheme providers manage people’s KiwiSaver accounts. There are many KiwiSaver scheme providers that can help manage your funds.
A KiwiSaver review helps you check whether your current fund still matches your age, goals, stage of life, and comfort with risk. If you are saving for a first home, building long-term wealth, self-employed, or simply unsure whether your money is positioned well, this gives you clarity. Often the biggest improvement comes from getting the basics right: fund fit, provider fit, and strategy fit.
We are a locally owned Nelson financial advisory firm with 40+ years of industry experience across our team. We provide independent advice and personalised recommendations based on your goals, your circumstances, and your comfort with risk.
We will review your KiwiSaver based on your goals, stage of life, and comfort with risk. We compare options independently, explain what looks suitable and why. Whether you are saving for a first home, building long-term wealth, or checking if your current fund still fits, we will help you understand your next best step. If you want to move ahead, we can guide the next steps.
Answer 10 quick questions and get a free independent KiwiSaver review tailored to your goals, your stage of life, and your comfort with risk. The review is free, there is no obligation, and you stay in control of the decision.
How long does this take?
The questionnaire takes about 2 minutes and asks 10 quick questions.
I already have KiwiSaver. Why would I review it?
Because your goals, age, timeframe, and comfort with risk can change over time. A fund that suited you a few years ago may not be the best fit for you now.
What happens after I submit my details?
We review your answers, your current KiwiSaver details, and what you want to achieve. Then we come back to you with personalised advice on the fund and provider that look most suitable for your goals and level of risk. If a change makes sense, we will explain the rationale and next steps clearly.
Will I be sold to?
No pressure. The goal of the review is to help you understand whether your current KiwiSaver still fits. If we recommend a change, we will explain why, and the decision is yours.
Does it cost anything?
There is no charge for the initial review and consultation. If you choose to proceed with a recommendation, any applicable fees or commissions will be disclosed to you as part of the advice process.
“Easy to understand and gave us confidence.” — Vincent Dickie
“Mark is well informed, diligent, and inspires confidence.” — Caroline Crick
“Focused on superb client outcomes.” — Tony Vidler, CFP, CLU, ChFC
