KiwiSaver account need a check-up?

Fund type, contribution rates, your goals, and more. Giving your KiwiSaver account a regular review plays a big role in securing financial freedom and choice for your future.

Need help checking in on your KiwiSaver settings? Read on for this and more

KiwiSaver Check up v2

Check-up on your KiwiSaver account here

You can try out our digital advice tools to check-up on your KiwiSaver plan
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 .
Kia Ora ,
Before we take you back to your kōura portfolio,
for security purposes please confirm some of your details:
Your age:
Your annual income:
Your current KiwiSaver balance:

Oops sorry ,
the details you’ve entered are different to the first time you filled out the kōura calculator.
For security reasons that means you’ll either have to re-enter all of your details in the advice calculator again...
OR simply click the big button in your latest email from us which will return to your portfolio.

Cheers! Kōura

Quick checklist for your KiwiSaver account check-up

First things first, take the opportunity to run your numbers in the kōura KiwiSaver calculator tool – a great way to see what you could achieve with personalised choice.

Then, here’s a quick summary of the key things to considering your KiwiSaver account check-up, with handy reads to delve into.

  • Is your contribution rate – too low or just right? Read on
  • Your risk profile – holding steady or a need for change? Read on
  • Your savings timeline – is time of the essence? Read on
  • Are your KiwiSaver goals – on track or are adjustments needed? Read on

A bit to take in? Like to talk to a human? You can book a call with one of our KiwiSaver experts below.

 

Book a call with a KiwiSaver expert

Checklist for KiwiSaver checkup

Time to get personal with your KiwiSaver plan?

5 million Kiwis shouldn’t be made to fit into just 3 KiwiSaver fund types. Why? Everyone is different and have different needs, goals, and aspirations for the future.

kōura is New Zealand's most personalised KiwiSaver scheme. Using our digital advice tool, we'll help you create a KiwiSaver plan that is perfect for you.

 

 

personalsation graphic

Save smarter today, with kōura

Low Fees
Low Fees

Lower fees with kōura, means more money in your KiwiSaver account. kōura KiwiSaver fees are some of the lowest, at  0.63% of AUM(annual funds under management), with a $30 annual membership fee . That's significantly lower than the average growth fund cost of over 1.3%. 

Personalised Choice
Personalised Choice

No one is the same, so we built our funds and digital tools to support every Kiwis’ needs, right down to the individual level. We don’t believe in making 5 million Kiwis fit into just 3 KiwiSaver fund types. We believe in personalised choice to optimize your retirement savings.

Ethically Invested
Ethically Invested

We all need to do our bit to ensure we live in a sustainable world. At kōura, we only invest in the things that we, and you, can be proud of. How? We avoid the nastiest industries in totality and pick only the most sustainable and ethical of the remaining companies based on extensive MSCI research.

On track, always.
On track, always.

With traditional KiwiSaver schemes, you invest and hope for the best. But kōura’s smart technology looks out for you – and the road ahead – throughout the life of your investment. If things change, we’ll proactively suggest changes to your portfolio. No stagnation here.

Build your personalised KiwiSaver plan

In order for us to design your portfolio, we need to know a few of your details.
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 .
Kia Ora ,
Before we take you back to your kōura portfolio,
for security purposes please confirm some of your details:
Your age:
Your annual income:
Your current KiwiSaver balance:

Oops sorry ,
the details you’ve entered are different to the first time you filled out the kōura calculator.
For security reasons that means you’ll either have to re-enter all of your details in the advice calculator again...
OR simply click the big button in your latest email from us which will return to your portfolio.

Cheers! Kōura

Have a question?

Book a call with our KiwiSaver expert to answer your KiwiSaver questions or visit our frequently asked questions.

Book a call  FAQs