What happens if my situation changes?
If your situation changes, we recommend that you should revisit your portfolio if it needs to reflect new circumstances. Changing portfolios is free and easy to do using the kōura portal.
kōura is designed to deal with changes in your situation. Your circumstances and objectives will change as you get older. We recommend that you log into the kōura portal at least annually to review your objectives and make sure that your KiwiSaver portfolio still works for you. If we believe your portfolio should change, we will recommend this to you. However, you can update the portfolio at any time you want.
Changing your portfolio is free and you can do it at any time you want.
We’ll send you a reminder email each year to remind you to check your portfolio.