CLARITY. STRUCTURE. FORESIGHT.
A SIMPLE KIWISAVER SWITCH, HANDLED PROPERLY.
If you believe you’re in the wrong KiwiSaver fund or provider, this is a focused, KiwiSaver-only service to move you to a more suitable option.
Advice is limited to your KiwiSaver.
No broader planning.
WHO IS THIS FOR
This service is designed for people who know their KiwiSaver could be better aligned, but don’t need a broader advice relationship right now. If you simply want a clear recommendation, a clean switch, and the confidence that your KiwiSaver is in a more suitable place, this is the streamlined option.
You want out of a poorly matched KiwiSaver fund
You prefer a simple recommendation and clean execution
You don’t need wider financial planning right now
WHAT YOU RECEIVE
This service focuses solely on your KiwiSaver, ensuring it’s placed in a fund that better matches your goals, timeframe, and tolerance for risk. It’s straightforward, limited in scope, and designed to deliver a clear outcome without unnecessary complexity.
KiwiSaver review and provider comparison
Risk profile and fund recommendation
Switch handled end to end
Confirmation call or summary report
START THE QUIZ
It takes a few minutes and gives us what we need to handle the switch properly.
Your information is used solely to provide this recommendation and complete the switch.
TRUSTED BY
WHAT PEOPLE SAY…
Trusted by people making long-term financial decisions.
INSIGHTS & UPDATES
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Occasional insights on KiwiSaver, investing, and long-term wealth planning. No noise. No spam.