Why You Need a KiwiSaver Adviser

When it comes to managing your KiwiSaver, the idea of getting a financial adviser might seem a bit daunting or out of reach for some. But that’s simply not the case! In fact, having a KiwiSaver adviser is accessible to everyone, and it can make a world of difference in reaching your financial goals. Let’s break down why you should consider working with one to get your KiwiSaver fund performing at it’s best!

It’s Free!

One of the biggest misconceptions about financial advice is that it costs a fortune. The great news is that our KiwiSaver advisers don’t charge you directly. Instead, we’re compensated by the providers, which means you can get expert advice without paying out of pocket. This makes quality financial guidance accessible to everyone, no matter your budget.

Tailored Advice Just for You

Every person’s financial situation is unique. Whether you’re just starting your career, planning for retirement, or somewhere in between, your needs will differ. A KiwiSaver adviser takes the time to understand your specific circumstances—like your ethical investment concerns, life stage, and risk tolerance. We can then help you find the right fund that suits your individual needs. This personalised approach ensures that your KiwiSaver is working hard for you, aligned with your goals.

Unbiased and Independent

One of the best parts about working with a KiwiSaver adviser is that we’re on your side. We don’t work for the providers; we work for you! This independence allows us to provide unbiased advice, ensuring that you get recommendations that truly fit your needs—not just what’s best for a particular provider. You can trust that our guidance is based solely on what’s in your best interest.

Regular Reviews

Setting up your KiwiSaver is just the beginning. Life changes, and so do your financial goals. That’s why regular reviews are essential. A KiwiSaver adviser will check in with you to ensure your fund is still thriving and aligned with your current situation. We’re here to adapt your strategy as your life evolves, keeping you on track to meet your goals.

A Trusted Partner in Your Financial Journey

At the end of the day, having a KiwiSaver adviser is about building a relationship that supports your financial future. We’re here to make the sometimes-overwhelming world of KiwiSaver easier to navigate. With our help, you can feel confident about your investment choices and focus on what really matters in life.

So, if you haven’t already, consider reaching out to a KiwiSaver adviser. It’s a friendly, free, and tailored way to ensure you’re making the most of your retirement savings. Fill out the form below and we’ll be in touch. We look forward to working with you!