Introducing our KiwiSaver service: your financial adviser for the long term
We offer KiwiSaver as an additional service designed to take care of your financial needs. As part of our commitment to providing excellent service, we act as your dedicated financial adviser for the long term, ensuring that your KiwiSaver is in good hands with NZ Funds, we still help with queries in conjuction with them but more on a information basis versus advice. Between us you will have the expertise and care you deserve.
Our partnership with NZ Funds
We have established a strong partnership with NZ Funds, a reputable financial institution in New Zealand. Our decision to work closely with them is based on several key factors that set them apart in the industry. Firstly, NZ Funds prioritizes exceptional customer service, ensuring that your needs are met and your queries are addressed promptly and effectively.
Moreover, being a New Zealand-owned company, NZ Funds understands the unique financial landscape and regulations of the country, making them a reliable and trustworthy choice for managing your KiwiSaver. Their commitment to ethical investments means that your money is invested in a range of socially responsible and sustainable initiatives, aligning with your values and contributing positively to society and the environment.
Another significant advantage of partnering with NZ Funds is their dedication to optimizing your KiwiSaver portfolio based on your age and life stage. You can chose their Lifecycle fund that shift your funds into appropriate investment categories, ensuring that you are on track to build a healthy retirement fund. This proactive approach to portfolio management helps maximize the potential returns on your investment and ensures that you are well-prepared for your retirement years.
First home buyers
In addition, we also provide assistance with the process of utilizing your KiwiSaver funds for buying your first home. We understand that purchasing a home is a significant milestone, and we are here to guide you through the intricacies of accessing your KiwiSaver funds for this purpose. Furthermore, we can help you navigate the Kainga Ora first home grant, providing support and guidance every step of the way. Our commitment to taking care of you extends beyond a home loan.
Expert management
By choosing our KiwiSaver service, you gain a trusted partner who will act as your dedicated financial adviser, ensuring that your KiwiSaver investment is expertly managed. With our close collaboration with NZ Funds, we bring together excellent customer service, ethical investments, tailored portfolio management options, and support for your first home purchase.
Let us take care of your financial future so that you can focus on enjoying life and achieving your goals.