We are very strong advocates of KiwiSaver. Every day we see the difference it makes in the financial futures of our clients.
Since its introduction in 2007, KiwiSaver has helped over 2.7m New Zealanders better financially prepare for their retirement.
But, as with so many things in life, with KiwiSaver there are do’s and there are don’ts.
Getting the most out of KiwiSaver, and making sure that your Scheme and Fund match your needs is best undertaken by an Authorised Financial Adviser.
We provide a FREE KiwiSaver advice service that includes:
You can join or transfer to the NZ Funds KiwiSaver Scheme.
Contact us for a FREE No Obligation Chat with an Expert Financial Planner.
Do you have a long-standing Superannuation investment scheme?
Maybe it was originally offered as part of a workplace savings programme 10 or 20 years ago. There's a good chance whichever investment manager originally offered it has long since been swallowed up and disappeared.
Consider these questions:
Dust off your old Super and bring it in. We can help you understand what it is, whether you can access it and what alternative investment options you may have.
After all, it's your money. We believe you should control it!
So – if you've once had a Norwich Union, Prudential, Colonial, Sovereign, AXA, Guardian, Royal & Sun, Tower Super fund we'd love to help you get it back to working for you.
Have you worked in Australia at all since 1992?
If so, then it is likely you will have money sitting in an Australian Superannuation account. Trans-Tasman Superannuation portability took effect on 1 July 2013, enabling transfers from Aussie Super to your KiwiSaver Scheme.
Why transfer your Australian Super to KiwiSaver?
Transferring your Australian Superannuation Scheme savings provides a number of benefits:
Transferring is easy and free. We can guide you through the process. Working with our KiwiSaver partner we'll liaise with your Australian Super provider to get your funds to the right side of the ditch!
Chat with an Expert Financial Planner...
Our FREE service will advise you of a KiwiSaver Scheme that both matches your needs and efficiently processes Australian Superannuation Transfers.
Do you have a pension in the UK you would like to bring to NZ?
Perhaps you've already transferred your pension and now you're wondering if the NZ QROPs Scheme your adviser recommended is right for you?
We offer friendly, objective and easy-to-understand pension advice for UK expats.
We can help you:
Plus, we'll liaise with your UK Pension provider to get your transfer completed with a minimum of fuss. And our fees are very competitive, with minimum upfront fees and cost-effective QROPs investment options.
Chat with an Expert Financial Planner...
Our FREE advisory service will help you understand your options so that you can make a well-informed decision about the best way to bring your UK pension to New Zealand.
0800 200 012 (in NZ)
+64 (3) 545-8029
Meetings by Appointment
Mon - Fri: 9 AM - 5 PM
Level 1 Youell House
1 Hutcheson Street
Blenheim 7201
office.bln@bmorewealthy.co.nz
0800 200 012 (in NZ)
+64 (3) 578-1921
Mon, Tue: 10:00 AM - 2:00 PM
Wed - Fri: 10:30 AM - 1:30 PM
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