First-home planning
Understand eligibility, timing and KiwiSaver's role in your deposit.
KiwiSaver advice
Know what your KiwiSaver is doing - and why.
Personalised KiwiSaver advice for first-home goals and the years beyond them.
Fund and risk review
Review whether your fund and risk align with your timeframe.
Contribution direction
Consider contributions, provider features and long-term goals.
Projection tool
Compare the current path with a proposed KiwiSaver strategy.
Use the KiwiSaver calculator to manually type an assumed yield for the client's current product and a proposed product, then show the projected difference at retirement.
Open KiwiSaver calculatorCurrent yield4.5%
Proposed yield6.5%
Show the future differenceSide by sideIllustration only, using your stated assumptions.
A separate advice scope
KiwiSaver is not an automatic add-on.
We only recommend a review when there is a genuine need. Provider, fee and commission information is explained during advice.
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