How's your KiwiSaver plan doing?

We believe that every Kiwi has the right to the right KiwiSaver plan! 

We will give you personal KiwiSaver advice allowing you to make better and more informed decisions about your KiwiSaver account. Free!

Your personal KiwiSaver adviser

To create your personal advice, we need you to answer a couple of questions.
My name is .
I am years old.
My KiwiSaver balance is and my annual pre tax income is
I contribute of my income to KiwiSaver.
I make an annual voluntary contribution. of .

01.

You tell us a bit about you

We want to understand what your goals and objectives are, and to get a sense of your appetite for risk. Not because we’re nosy, but because these are essential things to know before we can recommend the right KiwiSaver plan for you. Why has no-one ever asked you this stuff before?

02.

We give you advice

We take what you tell us and use it to select funds to build the right KiwiSaver portfolio for you. You get an asset allocation that perfectly matches your personal situation and investment style.

You also get a forecast to show you what your KiwiSaver plan will give you? Will your KiwiSaver saving give you the retirement you expect, or do you need to contribute a little more?

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03.

Arrange a phone call with our expert

Once your investment selection has been made, you can arrange a call with our KiwiSaver expert to answer your KiwiSaver questions and ensure you are making a fully informed decision. 

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Your personal KiwiSaver adviser

To create your personal advice, we need you to answer a couple of questions.
My name is .
I am years old.
My KiwiSaver balance is and my annual pre tax income is
I contribute of my income to KiwiSaver.
I make an annual voluntary contribution. of .

Learn more