Frequently Asked Questions

In most cases with us – nothing! Our clients experience top level advice on suitable investments and options for free. If you are seeking a fully comprehensive plan with a set target and date in mind then there is a little more involved and a fee may be needed to create a plan. We communicate openly and never engage a client without them knowing exactly what the costs will be, if any at all. Using an expert adviser can be the difference between actually reaching your goals, and missing them completely.

Our advisers are experts in their field and not only put their names to all advice, they sign off on recommendations before you do!

Does having more money in your retirement make a big difference? Yes! Being with a provider and fund that suits you can make a huge difference to your retirement nest egg! We recommend that you learn this difference now not when you retire!

No! We know KiwiSaver and KiwiSaver providers inside out, they are not all the same, and the differences are huge. We help you select a provider and fund that suits your needs and wishes.

With over 2,000,000.00 New Zealanders in KiwiSaver it would take a brave Government to make any negative changes. Most people don’t realise just how much protection there already is within KiwiSaver. We love educating New Zealanders on this.