Is your KiwiSaver doing what it needs to do?
Most people set theirs up years ago and haven’t touched it since. We’ll make sure it’s working as hard as the rest of your money.
Set up. Forgotten. Underperforming.
Most people picked a fund when they started their first job and never looked at it again. That might have been five years ago. It might have been fifteen.
In that time, your life has changed. Your income’s changed. Your goals have changed. But your KiwiSaver fund? Probably still sitting in the same place it was on day one.
That default conservative fund might have made sense when you were twenty-two. It probably doesn’t anymore.
We’ll review it, sort it, and keep an eye on it.
Review
We look at where your KiwiSaver is right now – what fund you’re in, what you’re contributing, and whether it’s aligned with your goals.
Recommend
If you’re in the wrong fund for your age, goals or timeline, we’ll tell you. And we’ll explain exactly why a change makes sense.
Monitor
As your life changes, your KiwiSaver should too. We’ll check in regularly and make adjustments when they’re needed.
Things people ask us about KiwiSavert
Things people ask us about KiwiSaver
Am I in the right fund?
It depends on your age, your goals, and when you’ll need the money. We’ll help you figure that out.
Should I be contributing more?
Sometimes yes, sometimes no. We’ll look at your full financial picture and give you a straight answer.
Can I use my KiwiSaver to buy a house?
In many cases, yes. We can walk you through the first home withdrawal process and what it means for your long-term balance.
Is it worth switching providers?
It can be. Fees, fund performance, and available options vary. We’ll compare what’s out there and let you know if a switch makes sense.
Five minutes now could mean thousands later.
A quick KiwiSaver review with us could be the easiest financial win you’ve had all year. Get in touch.
Unit 4, 67 The Strand
Quayside Apartments
Whakatane 3120
Ph: (07) 308 8113
Office Hours
Monday - Thursday 9am - 4pm
Friday 9am - 3pm
