Investment Advice
KiwiSaver
KiwiSaver is a key part of any investment strategy, but it often doesn’t get the love and attention it deserves!
If you can answer the following three questions, you are ahead of the game, so congrats!
What provider you are with?
Which fund you are in? (bonus points if it’s not a default fund)
And does your provider invest in a way that aligns with your values?
If you’re not sure about whether you’re in the right fund for achieving your goals, or for your risk tolerance, now’s the perfect time for a review.
And if you’re not sure about whether your provider is investing ethically or not - you’ve come to the right place for a chat!
Managed Funds
KiwiSaver is the foundation, but for many people the best investment strategy doesn’t mean just upping your contributions.
If you have a lump sum you’ve been wondering how to protect, or a bit of household surplus you want to make the most of, Managed Funds could be the solution.
Managed Funds are a diversifed, accessible and tax efficient way to invest for the future. Whether you are looking towards retirement or have a shorter time frame in mind, Managed Funds can help you build a deposit for property, money to travel the world, a fund for your children’s future and anything else you can think of.
The beauty of Managed Funds is that with the right advice they are a simple and flexible way to build the financial future you want.