Let’s work together Please fill out a few details so we can help find the right KiwiSaver for you. What is your full name? * Who is your current KiwiSaver Provider? * What is your approximate balance? * What fund are you in (cash / conservative / moderate / growth / aggressive? * What is your IRD number and Prescribed Investor Rate (PIR)? If you don't know please just write I don't know. * What is your primary investment goal? Provide an income in retirement Grow your investment balance Leave money to loved ones Save for a house deposit If cash flow is required in retirement, have you thought about how much? No frills (43,000 p.a.) Choices (61,000 p.a.) Freedom (65,000 p.a.) Other Do you want to include government super in your retirement income calculations? Yes No Other What other assets will you have to fund retirement income? * How much knowledge do you have about investing? None Some Moderate Considerable How much experience have you had with investing? None Some Moderate Considerable When considering financial risks, how do you view yourself? Very low risk taker Low risk taker Moderate risk taker Considerable risk taker The level of risk you take when investing will vary depending on the strategy your investment follows. If you are seeking higher returns, you need to be willing to accept more risk (ie higher chance of negative returns and more volatility). If you are seeking lower risk, you need to be more willing to accept lower returns. What is your attitude to risk? Willing to accept lower returns to limit my chance of a negative return Willing to accept some risk for higher returns but prefer investments with low risk and return Willing to accept moderate risk to achieve higher returns. Minimising risk and maximising return are equally important to me. Want to maximise returns. I accept that there will be significant fluctuations in my investment balance. What degree of risk have you taken with financial decisions in the past? Very low risk Low risk Moderate risk Considerable risk When faced with a major financial decision do you think more about the possible losses or possible gains? Always possible losses Usually possible losses Concerned equally about possible losses and gains Usually possible gains Always possible gains Of the below factors, which is the most important to you in choosing a KiwiSaver provider? Environment / Social / Governance Considerations Ethical Investments Particular Exclusions Return Low Fee Passive / Active Fully NZ owned provider Of the below factors, which is the second most important to you in choosing a KiwiSaver provider? Environment / Social / Governance Considerations Ethical Investments Particular Exclusions Return Low Fee Passive / Active Fully NZ owned provider Thank you! We’ll be in touch shortly to discuss our recommendations.
