How Do We Help?
Your Air New Zealand Superannuation must be invested within AMP’s New Zealand Retirement Trust (NZRT) suite of funds. At Compound Wealth, our team of Authorised Financial Advisers assist Air NZ staff to make meaningful decisions when choosing which fund/s to invest in. Refer to the graph below to see just how substantial making an informed decision can be on your final Superannuation balance.
Who Have We Helped?
Providing a comprehensive range of financial services, circa 1,100 Kiwis currently trust us with over $25 million in funds under advice. Of these 1,100 Kiwis, we’ve assisted a number of Air New Zealand pilots in selecting NZRT funds that will give them the best opportunity to maximise their final Superannuation balance, as well as helped in creating portfolios that will protect their capital when nearing retirement.
The NZ ALPA Member Benefit.
As a member benefit to NZ ALPA, we offer these services free of charge to anyone who is also receiving advice on their KiwiSaver.
For those who are looking at independently receiving advice on their Air NZ Super, we offer our services at a 33% discount for NZ ALPA members, a one off total of $499.
What’s The Next Step?
Fill out the ‘Air New Zealand Super Fact Find’ below to begin the process. From there, we can get a gauge of your situation, and discuss a strategy moving forward. We look forward to hearing from you!
What’s the difference
See below for the difference receiving advice can make on your final Air New Zealand Superannuation balance. All inputs have remained constant, with exception to rate of return which has been derived from 31 December 2020 actual results, less PIR (Prescribed Investor Rate) tax. For full assumptions, see the link.
Why Compound Wealth?
At Compound Wealth, we pride ourselves on delivering industry leading KiwiSaver advice, with clarity & support from our team of Financial Advisers.
We are not a KiwiSaver fund provider. Instead, we are financial advisers who help our clients to identify their best KiwiSaver course of action. This means that we only succeed when our clients succeed.
This mentality is reflected by the 1,000 Kiwi’s who’ve trusted us with over $25 million dollars in funds under advice. Our efforts have also been recognised in the industry, where our team recently won Booster NZ’s coveted “Movers & Shakers” award, for excellence in KiwiSaver advice.
If you’d like to get to know us a bit better, you can view our about page.
