Compare the current KiwiSaver path with a proposed strategy.
Manually enter the assumed yield for the client's current product and the yield you are proposing, then show the future projected difference.
Current product vs proposed product.
Type the assumed annual yield for each option. For adviser use, consider entering a net yield after fees and tax where appropriate, then explain the assumptions to the client.
Years to retirement30
Monthly contribution used$425
Balance plus contributions$188,000
This calculator is an illustration, not a promise.
The result depends on the yield you type in. It does not guarantee future returns and does not automatically include tax, fees, government contribution, salary growth, contribution breaks, market volatility or changes in KiwiSaver rules unless those are reflected in your assumed yield.
Book Your Financial Strategy Session.
Complete the short financial position form, then choose a suitable time.
Book Your Strategy Session