KiwiSaver
Simple, personalised KiwiSaver advice so you know you're in the right fund, with the right provider, for you!
How I help
Review your current provider and fund
Check your risk level against your goals, how comfortable you feel and timeframe
Review contributions, PIR and key settings
Explain what is happening in plain English
Help you switch if needed, or confirm you are already set up well
The Problem
You have not looked at your KiwiSaver in years
Your balance dropped and it shook your confidence
You are unsure if your fund is too risky or too conservative
You are in a default fund and hoping its probably fine
Uncertainty leads to doing nothing, which quietly costs you over time
Frequently asked questions
What is KiwiSaver
KiwiSaver is a government-supported savings scheme to help you save for retirement.
How do I join KiwiSaver?
You can join through your employer, a financial adviser like me, or directly with a KiwiSaver provider.
Can I change my KiwiSaver provider?
Yes, you can switch providers anytime. I can help you compare options to find the best fit for your goals.
What are the contribution rates?
I provide tailored advice, help you understand your options, and support you in making smart KiwiSaver decisions.
Can I withdraw early?
Early withdrawals are limited, usually only for buying your first home, serious illness / financial hardship and permanently moving overseas.
How can Samuel help with KiwiSaver?
I provide tailored advice, help you understand your options, and support you in making smart KiwiSaver decisions.