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Craig: 021 509 758
Karen: 021 448 856
Financial Services

Kiwisaver

KiwiSaver is a voluntary retirement savings plan set up by the NZ Government to help New Zealanders save for their retirement. We recommend KiwiSaver as a great foundation for retirement planning.

The Government has provided New Zealanders with some generous financial assistance.

Some of the key features are:

The government will contribute up to $10 per week.

Minimum contribution of 3% of salary if you are on PAYE (no minimums if you are self-employed, not working or a child).

Your employer has to match your contributions of 3% of salary.

First home withdrawal facility.

See the following website for further information:

Inland Revenue Department KiwiSaver information

Please contact us to find out more about joining KiwiSaver

Financial Services

Investments

At its simplest, good investment decisions are about getting the best return for the lowest risk. However, the starting point for any investment decision is being clear about the goal. Whether it is to save to buy a home or create a retirement nest egg, this will be a key driver for what options will be suitable.

People want to create and manage wealth for many different purposes, such as:

Generating an income

Growing capital

Saving for a specific goal

To have a secure retirement

Here are some useful websites:

Sorted is a Government website providing useful information, tools and calculators for managing money.

Retirement Commissioner - Financial Literacy and Retirement.

interest.co.nz provides general financial information including interest rates and financial goal calculators.

We understand everyone's situation is different and our advisers can help you work through your investment needs, your personal investment risk profile and recommend options.

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