Free KiwiSaver Report
Welcome ! It’s great that you have chosen to make the most of your KiwiSaver Savings.
Firstly, we need a bit of background on you and what your preferences are, and then we will be able to send you a personalized report.
Apart from who your existing KiwiSaver is with, what we are most interested in is how you feel about risk, market fluctuations, and whether Socially Responsible investments are important to you.
The answers to these questions will give us a clue as to which Fund Manager and portfolio to recommend as the best fit for you.
The process takes an easy 10 minutes to complete.
You can contact us at any time to discuss and answer questions – at no cost or obligation.
Ready to go? Please click here to begin the process.
Tim Waldon – 027 423 0110
Norm Waldon – 027 852035
See our ‘About Us Disclosure Document’