Thorough Planning
Responsible Investing
Performance Monitoring
EXPERIENCE THE DIFFERENCE
We work with people from a variety of backgrounds every day, providing high quality financial solutions, which we guarantee will put you in total control of your financial destiny
Our success to date is largely attributed to our ability to listen to, and understand our clients' particular needs, find practical solutions to those needs, and then execute a plan that ensures their success
...We welcome you to join the experience
QUICK SERVICE GUIDE
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Compare KiwiSaver Providers
For new clients that have not used our service before and would like to compare their current KiwiSaver scheme with market performance, set outcomes for maximum goal realisation and attain financial projections
Review My KiwiSaver
For existing clients that have their KiwiSaver scheme with us and would like to review performance, alter the investment portfolio or manage projections and financial outcomes
General Financial Advice
For new and existing clients that require financial advice and help to solve an existing financial problem, learn new techniques, implement smart money management and set and achieve financial goals
Having your KiwiSaver in the best portfolio for your circumstances can make a big difference over time
Meet Sam, Age: 35
Employed full time earning $65,000 per annum
With an initial KiwiSaver balance of $25,000
Contributing 4%
Conservative fund
$198,800
Lump sum at age 65
Balanced fund
$235,800
Lump sum at age 65
Growth fund
$281,700
Lump sum at age 65
High Growth fund
$338,600
Lump sum at age 65
Note: We’ve calculated these results based on set information entered by us, and some industry-standard investment return, inflation and salary increase assumptions as set by the Financial Markets Authority (FMA). Our calculator is intended as a guide only and only relates to your KiwiSaver account. For more information, please see our Calculator Assumptions.
If you have any questions or would like personalised advice about your KiwiSaver account simply contact us, we are happy to help