KiwiSaver Advisers | Investment, Retirement & Fund Selection Advice

Get $50 to your KiwiSaver account

(Offer expires : 30th Nov 2023)

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- We will help you select a KiwiSaver fund
- No cost to become a member
- Get $50 when you become a member
- Click the button below to start!

National Capital are Money Advisers and we help our members select the appropriate KiwiSaver provider and fund for their financial situation. Our fees are paid by the KiwiSaver provider, so there is no additional cost to you to become a member!

So go ahead and submit our KiwiSaver HealthCheck and you could potentially end up with thousand's of dollars more in your KiwiSaver balance.

And to sweeten the deal, we will top-up your KiwiSaver account with $50 once you become a National Capital member.

Note: Please read the complete Promotion rules at the bottom of this page. You need to agree to the rules of the promotion to be eligible for the $50 promotion.

National Capital is not a KiwiSaver provider. We are Financial Advisers who help our clients select the appropriate KiwiSaver provider and fund which suits their requirements and financial situation. Our research covers more than 200 KiwiSaver funds from 12 different KiwiSaver Schemes. Click here for the scope and limitations of our service.

Providers we work with

How it works in 3 simple steps

Take the KiwiSaver HealthCheck. Receive our personalised recommendations.
Make your decision.

We are professional financial advisers using the latest technology to give you personalised recommendations, at no cost to you. We do all the work in the backend so you don't have to! - Follow our 3 simple steps.

step

KiwiSaver HealthCheck

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.

step

Our Recommendations

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.

step

You make the decision

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.

If you decide to go ahead, National Capital will then implement the recommendations along with your KiwiSaver provider.

Definitions

‘National Capital’ means National Capital Limited, a Financial Advice Provider and all brands controlled by or associated with the company.

The ‘Promoter’ is National Capital.

The Promotion

National Capital clients can encourage a friend or member of their family to take the National Capital KiwiSaver HealthCheck.

We will top-up the referred persons KiwiSaver account with $50 once they become a National Capital client.

The $50 payment will only be made if you proceed with our recommendations and therefore become a client of National Capital. This means there is a possible conflict of interest, because we may only receive payment from the KiwiSaver provider if you proceed with our recommendations. However, we manage this conflict of interest to ensure we always prioritise your interest and will only make a recommendation to switch KiwiSaver providers if we think it is in your best interest. More details can be found in the Important Disclosure Information section on this page.

Participant Eligibility

Only participants as defined by the rules below are eligible to be referred for the promotion.

This promotion is only valid for friends and family of existing National Capital clients.
Every National Capital client can refer up to a maximum of 5 friends or family members for the purposes of this promotion.
Referred participants must be existing KiwiSaver members who are genuinely looking for KiwiSaver advice.
Referred participants must be employed and contribute at least 3% of their regular wages to KiwiSaver.

Terms of Participation

This promotion will be valid until midnight 30th November 2023, or when National Capital has paid a total of $5,000 to the KiwiSaver schemes of new National Capital clients (whichever is earlier). National Capital will not be required to make any payments to new National Capital clients under this promotion signing up after midnight Nov 30th 2023, or once the $5,000 payment cap has been reached. This $5,000 limit may be increased at the sole discretion of National Capital. National Capital will endeavour to remove all promotional material relating to this offer prior to this cap being reached.
Entry into the Promotion is deemed to be acceptance of the Terms of Participation
National Capital reserves the right to exclude any person from participating in the Promotion on reasonable grounds.
National Capital reserves the right to refuse to pay the $50 to any referred participants whom National Capital decides (in its sole discretion) has violated the rules, gained unfair advantage in participating in the Promotion or won using fraudulent means.
If the Referred participant does not accept these Terms of Participation, or does not satisfy the eligibility requirements, the contribution of $50 will not be made.