Find your starting point
We can start by helping you identify your provider, your fund and your current balance. You don’t need to have everything organised before we talk.
KiwiSaver
Not sure where your KiwiSaver stands?
You might not know who your provider is, how much you have, or whether your fund suits you. That’s a perfectly good place to start.
Start your KiwiSaver check-inA short set of questions to help clarify what you’d like to discuss. You can book a meeting at the end.
Let’s make sense of what you’ve got.
Understand your fund
We’ll talk about your goals, when you might need the money and how you feel about changes in its value. Then we can review your fund, risk level, fees and contributions.
Know your next step
I’ll explain whether your current setup looks suitable and what changes, if any, may be worth considering. You’ll understand the reasons behind any recommendation.
A useful review
Small details can make a meaningful difference over time.
KiwiSaver does not need to be complicated. A clear look at the basics can help you feel more confident about what is happening in the background.
Your provider and fund
We can identify where your KiwiSaver is held, what type of fund you are in and whether the level of risk makes sense for your timeframe.
Your contributions
We can look at your contribution rate, employer contributions and whether your current approach is supporting the goals you have for your money.
Your goals and next step
Whether you are saving for your first home, retirement or simply trying to get organised, we can connect the detail to what matters to you.
What to expect
A conversation.
A clearer next step.
Tell me where you are
We start with what you know, what you’re unsure about and what you’d like help with.
Look at the details together
If you have a recent statement or your provider’s name, bring it along. If you don’t, we can begin there.
Make an informed decision
We talk through your options in plain English, so you can decide what to do next.
You don’t need all the answers to get started.
Book a free first meeting. We can talk through where you are and work out the most useful next step.