KiwiSaver HealthCheck

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Step 2 of 8

Your First Home Goal - Step 2 of 8

$

Just checking - $ seems high!

Any other details or considerations?

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Step 3 of 8

Your Annual Income - Step 3 of 8

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$

I would like to enter my partners details too

We can then consider your combined position in your personalised advice and diversify appropriately
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$
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Step 4 of 8

Volatility Tolerance - Step 4 of 8

Please watch this 2 min video first. Understanding what volatility is and how it affects your KiwiSaver account could save you thousands of dollars.

Your answers will allow us to match you to a fund you will be most comfortable with. There are no right or wrong answers, so just answer each question the way you feel is most like yourself.

Please watch this 2 min video first. Understanding what volatility is and how it affects your KiwiSaver account could save you thousands of dollars.

Your answers will allow us to match you to a fund you will be most comfortable with. There are no right or wrong answers, so just answer each question the way you feel is most like yourself.

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Q1. What action would you take after reading these headlines?

Question Image 1

Q2. How involved do you want to be in monitoring your KiwiSaver account?

Q3. Which of the following best describes your level of investment knowledge?

Q4. From the following statements which one would you relate to the most?

Q5. What is more important to you, returns or lower ups and downs in your balance?

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Step 4-A of 8

Volatility Tolerance - For Partner - Step 4-A of 8

Please watch this 2 min video first. Understanding what volatility is and how it affects your KiwiSaver account could save you thousands of dollars.

Your answers will allow us to match you to a fund you will be most comfortable with. There are no right or wrong answers, so just answer each question the way you feel is most like yourself.

Please watch this 2 min video first. Understanding what volatility is and how it affects your KiwiSaver account could save you thousands of dollars.

Your answers will allow us to match you to a fund you will be most comfortable with. There are no right or wrong answers, so just answer each question the way you feel is most like yourself.

Read More >>

Q1. What action would you take after reading these headlines?

Q2. How involved do you want to be in monitoring your KiwiSaver account?

Q3. Which of the following best describes your level of investment knowledge?

Q4. From the following statements which one would you relate to the most?

Q5. What is more important to you, returns or lower ups and downs in your balance?

Back Complete later Next
Step 4-B of 8

Provider Selection - Step 4-B of 8

Our team currently research and recommend from more than 100+ funds from multiple KiwiSaver providers in New Zealand.

Your answers will help us select a provider that best matches your personal preferences.

Q1. What is the most important aspect for you in choosing a KiwiSaver provider?

Q2. Is local ownership of your KiwiSaver Provider important to you?

Q3. Is receiving ongoing financial advice important to you?

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Step 4-C of 8

Provider Selection - For Partner - Step 4-C of 8

Our team currently research and recommend from more than 100+ funds from multiple KiwiSaver providers in New Zealand.

Your answers will help us select a provider that best matches your personal preferences.

Q1. What is the most important aspect for you in choosing a KiwiSaver provider?

Q2. Is local ownership of your KiwiSaver Provider important to you?

Q3. Is receiving ongoing financial advice important to you?

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We're halfway there!

Great Job, we're halfway there! In the next few pages, we're going to ask you about your finances. We need that information, so we can calculate what amount you will need in your KiwiSaver account to achieve your goals.

That will allow us to recommend the best type of fund for your stage of life.

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Step 5 of 8

KiwiSaver Details - Step 5 of 8

$

Just checking - $ seems high.

Just checking - $%? It's high.

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Step 5-A of 8

KiwiSaver Details - For Partner - Step 5-A of 8

$

Just checking - $ seems high.

Just checking - $ seems high.

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Step 6 of 8

First Home Assets - Step 6 of 8

Which assets other than KiwiSaver will you use for first home deposit?

For example, if you are expecting help from your family (either as a gift or informal loan) then tick that box.

Which assets other than KiwiSaver will you use for first home deposit?

For example, if you are expecting help from your family (either as a gift or informal loan) then tick that box.

On the other hand, if you plan on keeping any of your assets saved for retirement, do not tick that box. We will then not take them into consideration.

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Step 7 of 8

Other Considerations - Step 7 of 8

Do you feel you may need to withdraw your KiwiSaver funds due to EXTREME financial difficulties in the near future?

Do you plan on permanently migrating and withdrawing your KiwiSaver funds in the next 5 years?

Have you transferred any portion of your Australian super to your KiwiSaver account?

Any other details or considerations?

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Step 8 of 8

Almost Done - Step 8 of 8

This service is to give you advice only on your KiwiSaver account. You may and most probably will have other financial advice needs which we are unable to provide for currently via our digital service.

This could include comprehensive investment and retirement planning, general estate planning and insurance needs. If you feel you might need advice on any of those, contact us and we'll put you in touch with the right person.

This means that our recommendations will be in isolation of your other financial affairs. This may mean that your other financial affairs may not totally integrate into the advice we will provide.

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I understand that the scope of this advice is restricted only to my KiwiSaver investment

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Auckland 1010

p: 09 283 0460
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A copy of our advisers' disclosure statement is available on request and free of charge. The views and opinions expressed in this newsletter are not intended to be a personalised service for an individual retail client. The views and opinions are general in nature, may not be relevant to an individual's circumstances. Before making any investment, insurance or other financial decisions, you should consult a professional financial adviser.