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, DOB, email and ph number? * Who is your current KiwiSaver Provider, Balance, Current Contribution Rate & Fund (cash / conservative / moderate / growth / aggressive)? * Job & annual salary for PAYE / total annual contributions? Are you interested in reviewing contribution strategies to boost long-term outcomes? * 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? Save for a house deposit Provide an income in retirement Grow your investment balance Leave money to loved ones 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 Will you rely on KiwiSaver for a large portion of your retirement income, or is it supplementary? What other income or assets will you have to fund retirement income? (e.g. rental property, business sale, other superannuation, inheritance, NZ Super) * 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 What degree of risk have you taken with financial decisions in the past? Very low risk Low risk Moderate risk High risk Considerable risk Would you be more upset by a drop in value in the short term or missing out on growth in the long term? * How do you feel about ups and downs in your KiwiSaver balance over the short term? * Have you ever made changes to your investments due to market volatility? * 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 Do you have any ethical or responsible investment preferences (e.g. avoiding fossil fuels, weapons, tobacco)? * Do you review your KiwiSaver regularly or has it been more of a set-and-forget? * Are you interested in reviewing contribution strategies to boost long-term outcomes? * Thank you! We’ll be in touch shortly to discuss our recommendations.
