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 savings were invested in the correct way, so she could achieve those goals.
National Capital was founded in 2018 and now advises Kiwis on over $100 million of their KiwiSaver savings. We are based in Auckland, but serve clients all over New Zealand. We provide free personalised advice, with the goal of empowering one million Kiwis to become financially secure.
Our team consists of experienced financial professionals. Click here to see who we are.
Take the KiwiSaver HealthCheck. Receive personalised recommendations. Make your decision.
You complete the KiwiSaver HealthCheck. This gives us information that we need to ensure you are in the appropriate fund. This should take you about 10 to 15 mins.
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