Coconut Avi, Auckland

Your KiwiSaver, looked at properly.

Here is the whole thing before you start it. Thirty-four seconds.

This is the link the video talks about.

It starts with the disclosure statement, then asks about you. Most people are done in about five minutes, and you can stop and come back to it.

Start the questionnaire Free review. Any fees are in the disclosure statement, which you see first.

What happens

  1. You read the disclosure statementWho I am, what I do, how I am paid. Before a single question, not buried at the end.
  2. A short questionnaireAbout you and your timeline, not about funds. When you will need the money, and how you feel about it moving around.
  3. Your details come to meNothing happens automatically. I read what you told me.
  4. I write your Statement of AdviceYour situation, my recommendation, the fees, and what they actually buy you.
  5. We talk it throughYou ask me anything. You decide. Plenty of people decide to stay where they are.

Rather just ask me first?

Ask me on WhatsApp Or call 021 216 1200, or save my number.