Kiwis Advice

KiwiSaver Advice for Kiwis

Get on track for your first home or the retirement you really want.

Find the best KiwiSaver FUND for you

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Free Help

How KiwiSaver Advice Works

Questionnaire

Step 1.

First, fill out our KiwiSaver questionnaire so we can understand what’s important to you. This takes no longer than 5 minutes, and provides us with all the information we need to help you.

Perfect Match

Step 2.

We then analyse your answers, weighing up your preferences and goals to identify the best course of action for you. Tim will send all the relevant information you need.

Your Choice

Step 3.

Then the choice is yours! You can either stick with your current fund, or proceed with the recommendation. Tim can help take care of shifting your KiwiSaver account if you confirm you’re happy.

Most Likely, You’re Already Paying For This Advice…

Adviser fees are already built into most fund provider fees, and you’re charged for this whether or not you have an adviser. Therefore, the KiwiSaver advice we source for you is essentially free, as it doesn’t cost anything on top of your standard KiwiSaver fees.

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TESTIMONIALS

View What Our Clients Say

“I was referred to Tim by a colleague as I had concerns about my Moderate Fund performing poorly. As someone of retirement age already, Tim has helped me to utilise KiwiSaver not only as a better investment vehicle for spare funds but also as a bank account I can draw on to top up my Government Super. Tim was quick to initiate completion of a retirement withdrawal form so that in future, if I need to withdraw any money from my KiwiSaver, all that will be required is a less cumbersome subsequent withdrawal form.

You’re not just saving to age 65 and then putting all your money in the bank”.

Bernhardt Dittert

“I knew that I was in a ‘Lifetimes’ KiwiSaver fund, but I never knew that as I aged this meant my fund was automatically switched to a more conservative fund at each age bracket.

Tim helped me to see that this wasn’t in my best interests given my long investment timeframe. Not only did he help me to choose the right type of fund, but he gave me comparisons across a range of different providers.

I’m confident that I will now have more money in retirement due to going through the process”.

Julia Canham