KIWISAVER REVIEW
Your KiwiSaver, reviewed.
See where your KiwiSaver stands today and what your options are. The review is free, with no obligation to change anything.
WHAT IT IS
A structured look at where your KiwiSaver sits today.
The fund you are in, and whether it fits
We compare your current fund against alternatives, considering the time you have until you want to use the money and how you feel about market ups and downs.
Your provider, and whether to move
KiwiSaver providers differ on fees, fund choice, and service. If a switch is worth considering, we walk you through the tradeoffs.
Your contribution rate
Whether to lift your contribution rate, use voluntary contributions, or hold steady. Small decisions today can compound significantly over your working life.
Where you are heading
A plain projection of where you are on track to land, and what a few adjustments could change.
WHO IT IS FOR
Anyone with a KiwiSaver, whether you have looked at it recently or not.
Most people set KiwiSaver up years ago and never revisit it. A few minutes now can put you on a materially different path.
- You joined a default fund and never chose one intentionally.
- You are within a few years of a first-home purchase, or already past that stage.
- You are approaching retirement and want a sense of what you are working with.
- You have changed jobs, income, or life stage since you last checked.
- You want a second opinion on a decision you are already thinking about.
HOW IT WORKS
Three short steps, and your Statement of Advice usually within one business day.
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01
Intake
A short online questionnaire covering your KiwiSaver, your goals, and your comfort with market movement. Takes about three minutes.
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02
Analysis
Our tools compare your position against the market and highlight options. A qualified adviser then reviews the analysis against your situation.
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03
Your advice
A qualified adviser sends you a written Statement of Advice, usually within one business day, and is on hand to talk it through. Yours to keep either way.
COST AND SCOPE
Free at the point of use, transparent about how we are paid.
No fee to you
The provider you choose pays us a small ongoing commission where that applies. This is disclosed to you in writing before you act on any recommendation.
What is included
Product advice on your KiwiSaver: which fund, which provider, contribution rate, and outcome projection.
What is not included
This tier does not include a plan across your other investments, insurance advice, mortgage advice, or estate planning. Those sit in separate services or outside our scope.
START WHEN YOU ARE READY