Like many Kiwi women, Janet did not have a financial plan for her retirement in place. We worked with her to find out what she needed in retirement and then ensure that her KiwiSaver investment was invested in the correct way, so she could achieve those goals.
National Capital was founded in 2018 and now advises Kiwis on over $40 million of their KiwiSaver savings. We are based in Auckland, but serve clients all over New Zealand. We provide free personalised KiwiSaver advice, with the goal of empowering one million kiwis to become financially secure.
Our team consists of experienced financial professionals working on your KiwiSaver advice. visit here to see who we are.
Take the KiwiSaver HealthCheck. Receive our personalised recommendations.
Make your decision.
You complete the KiwiSaver HealthCheck. This gives us information that we need to ensure you are in the appropriate KiwiSaver fund. This should take you about 10 to 15 mins.
This information is analysed by us to determine what type of KiwiSaver fund you should be in. Based on our research on various KiwiSaver providers we then recommend the appropriate KiwiSaver fund for you.
You then go through our recommendations and decide for yourself if it makes sense for you. You can then go ahead with the recommendation, ask questions if you have any, or decide that you do not want to proceed.
New fin-tech to give KiwiSaver advice.
Financial Advisers want KiwiSaver to get SMART.
National Capital Uses AI To Advise Kiwis On $15 Million Of Their KiwiSaver Money