Kiwisaver
KiwiSaver is a voluntary, work-based savings initiative to help you with your long-term saving for retirement. If you’ve been a member of KiwiSaver for 3 years and you’re buying your first home to live in yourself, you may be able to withdraw your KiwiSaver savings. There are a range of membership benefits to encourage you to get saving. They include regular contributions from your employer and an annual member tax credit paid by the Government.
Click here for more information on Kiwisaver
KiwiSaver is an easy and affordable way to save for your retirement. To get the best out of your KiwiSaver scheme, it’s important to ask questions to help you make informed decisions.
Take control of your KiwiSaver investment don’t leave it in a default scheme. I can help you make an informed choice.
We work with Generate Kiwisaver Scheme who are a specialist KiwiSaver service provider. To see how much you know about KiwiSaver why not take the survey. Click here for Kiwisaver survey
Investment and Financial Planning
With so many opportunities and investment options available today, deciding on the correct investment and financial plan can be overwhelming and difficult to choose.
Enable us to work with you, to identify your long-term investment, short-term investment and retirement goals, thus ensuring it meets with your level of comfort around risk-taking.
We will then help you select the optimal investment plan for you or analyse your current investments to ensure they meet your needs.
It may not only be about investment, because a workable financial plan needs to consider insurance, superannuation as well as succession planning.
Together with our experience and your goals, we can create your perfect solution.
Why Invest
We have helped a lot of clients and they are not shy about showing off their successes with us. Check out what our clients have to say about their own experiences with us.
Other services to consider
We are dedicated towards providing the highest level of service to our clients.
Insurance
Insurance is the ability to transfer your risk to a 3rd party. It is your choice – risk can be avoided, managed or transferred and we will assist you to manage that risk.
Business Protection
Being a business owner, it is important that your family is looked after; any key person in your business is protected against the inability to work; including business debt and insurance can provide a succession plan for your partner.
Private Medical
Private medical will ensure that you can obtain medical treatment as and when you require it and not be on a waiting list. It can also provide you with non-Pharmac drugs and immunotherapy.
Request a free call back
All consultants are able to give you a free call back at any time.
Our Trusted Affiliates
