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KiwiSaver People have already started to see the benefits of the KiwiSaver Scheme. The Scheme specifics can be found at the Governments KiwiSaver website www.kiwisaver.govt.nz The most surprising part about KiwiSaver is it doesn't cost you anymore to have a Financial Adviser help you manage your funds than to take the chance and do it yourself. That is why I would like to invite you to complete the details below, we can meet and discuss the investment options available to you. To ensure that the fund you are currently contributing into matches your specific tolerance of risk and timeframe. Of course this will change over time, that is why the service is tailored for you now, as you progress towards retirement and then what to do with the funds once they are available for you to withdraw. I look forward to meeting with you soon. Investments This is the one area in Financial Planning that takes the most care and diligence. No matter if you are looking to invest or already have, you should seek out a second opinion. I offer this service on a no obligation basis, purely if another adviser has recommended a particular investment, then I can offer you my view on the recommendation. This service is provided by the means of a letter of advice. The key areas reviewed are.
As this service involves various meetings and research a fee has to be charged to cover my time and expenses incurred. This fee is charged at a set fee of $250 plus GST. Please call me on 0274 183 862 or submit your details above and I will be in touch in a timely manner. |
