Friendly Advice On

KiwiSaver

Already a KiwiSaver?

 

QUESTIONS TO ASK YOURSELF

  • What type of fund is your money invested in?
  • How did you choose your current KiwiSaver provider?
  • Do you know the difference between a growth fund and a default fund?
  • Do you know how the Member Tax Credits work?
  • What is your Prescribed Investor Rate?

If you don’t know the answers to any or all of these questions (and most KiwiSavers don’t) we’re here to help and clear-up any confusion.

If this all sounds like a foreign language let’s have a chat.

 

Thinking of Starting KiwiSaver?

 

QUESTIONS TO ASK YOURSELF

  • What do your know about Kiwi saver?
  • Do you know your risk profile?
  • Do you need this for your first home?
  • Do you which funds you’d like to invest in?

No idea what we’re talking about (most Kiwis don’t) then before you get pulled into a ‘default’ fund let’s grab a coffee.

Our article here helps explain how KiwiSaver works and the difference switching investment funds can mean come retirement day.

Don’t leave your future fund to chance. Talk to us.

 

Extremely helpful, prompt, knowledgeable and reliable. Learnt a significant amount about my finances, as well as how to manage my KiwiSaver and insurance. Would highly recommend Friendly Finance to anyone in need of financial advise!

Shinae Montie

A handy quick overview of how KiwiSaver works

Investing and risk appetite…a 2 minute video which will help you from one of our Investment Fund providers Boost

Book a FREE Coffee & Chat with Nigel

Absolutely no obligation. Just an initial chat to see how Nigel can help.

Nigel Elson

Nigel Elson

Friendly financial advice

Always willing to work with your every need.

Mandy Van Arsdale

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