Listen now: The missing ingredient in your retirement plan

03 March 2021

Written by NZ Everyday Investor

Rupert Carlyon joins the NZ Everyday Investor show to discuss the role of digital advice in helping give more New Zealanders a leg up with their investments, why it doesn’t mean traditional advice is done for, and look at the often neglected $20,000 and below KiwiSaver balance holder.


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Once we understand a little bit about you and your risk tolerance, your personalised KiwiSaver advisor will let you know how much you will be getting for your retirement and how that compares with what you currently take home!

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To design your advice, we need to know a few of your details.
My name is .
I am years old.
My KiwiSaver balance is approximately .
I regularly contribute to my KiwiSaver.
I contribute of my income,
and my annual pre tax income is
My annual pre tax income is
I intend to use it to purchase my first home.
I expect to purchase my home in less than years.
I make an annual voluntary contribution. of .