The financial landscape is constantly changing, so it's important to stay informed about your investments. However,...
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KiwiSaver
KiwiSaver is a vital tool for building your retirement savings or helping to get into your first home
Can’t find what you are looking for?
Ages and Stages
Thinking of joining KiwiSaver?
What is KiwiSaver? KiwiSaver is a savings plan that helps you save money for your retirement. You contribute a small...
School leavers top tips
Your job is to keep and grow your money while the world tries to take your money off you. Planning, consistency and...
What is a risk profile?
A risk profile is personal financial questionnaire that helps you understand how comfortable you are with taking risks...
KiwiSaver checklist
KiwiSaver balances can fluctuate with market movements and life changes. Therefore, it's crucial to choose the right...
Home loan top tips
How to spread your interest rate risk. While no one has a crystal ball, worrying and trying to pick the lowest...
Ages and Stages
Find the content related to where you are in life’s financial journey.
Useful Documents
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Useful Documents
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Find related content:
Age 18 – 34 years
Age 35 – 54 years
Age 55+
Do you need more information?
Our skilled advisers can answer most of your questions and are happy to meet with you at a time that is convenient. If you’d like to book an appointment, we’d love to hear from you.
