The Process

How can I help?

Let’s have a chat

First things first: I’ll ask few questions and get a really good understanding of where you’re at in life and where you want to be. We can do this in person, or through an online ‘fact finder’ form.

Your current investments

I’ll have a look at your current Kiwisaver investments and strategy to see whether there’s anything I can improve or optimise.

Securing your future

If I do think change is necessary, I’ll place you in a reputable Kiwisaver fund with an optimal risk profile — meaning your rate of return is directly associated with your circumstances and risk tolerance.

Keeping in touch

Once you’re set up, we keep in touch — you’ll get annual reports on the performance of your Kiwisaver. If anything changes in your life, we can meet up and talk about it.

Ready to go?

Click the button below and you’ll be taken to our KiwiSaver Discovery Quiz — this will give me the information I need to assess your situation and whether my services will help you.

 FAQs

  • Generally, riskier investments have more volatility (they go up and down more) and therefore have the potential for greater returns (the reward). However, they also have the potential for less (or negative) gain (this is what’s called risk). So you need to balance the risk against the potential reward when choosing an investment strategy.

  • It actually all depends on your personal circumstances. There are several factors to consider: age, financial goals (buying a house, for example), other sources of income, and more. That’s why I go through a detailed analysis to make sure I put you in the correct fund.

  • I get paid from the Kiwisaver funds I place clients into.