KiwiSaver - Prosper
Many Kiwis are missing out on potentially thousands of dollars by not optimising their KiwiSaver.
Whether you're aiming to enjoy a retirement with financial independence and freedom, or simply want to make the most out of your KiwiSaver, we are here to guide you. We help you assess your risk tolerance, investment timeline, and objectives. Imagine the benefits of having a well-optimised KiwiSaver:
- Greater financial security: Ensure a comfortable and worry-free retirement.
- Enhanced growth: Maximise your returns and watch your investments grow.
- Personalised strategy: Strategies to fit your unique goals and timeline.
Contact us today to optimise your KiwiSaver from a savings fund into a powerful investment strategy.
![KiwiSaver Strategies for Savvy Kiwis](https://cdn.prod.website-files.com/650b742513986d1818c42c6c/6531d0b5abbc6ae3b7be9931_KiwiSaver.jpg)
Jess & Matt's KiwiSaver Success!
These legends are proactive professionals with a mortgage and two kids. They faced a challenging financial situation, struggling with high interest payments, rising insurance premiums, and inadequate retirement savings. To overcome these obstacles and achieve their version of a healthy wealthy life, they reached out to us for a personalised plan and strategy.
By working with us, Jess and Matt achieved remarkable results:
cut off their mortgage term - reducing their debt faster and saving them hundreds of thousands
saved in interest payments -
freeing up funds for goals like family holidays and other investments
more in their KiwiSaver -
securing a brighter future for their retirement
Optimise KiwiSaver for a Brighter Future
Clients Sharing their Financial, Insurance & KiwiSaver Success
Expert Financial Advice
Can Make or Save You Thousands
Our expert strategies can save you time, money, and stress.
Financial Mapping
Whether transforming financial stress into success means reducing debt, improving cash flow, purchasing property, quickly paying off the mortgage, or saving tens or hundreds of thousands on interest payments, our Financial Mapping service is your roadmap. We help you gain clarity on your financial position and goals. You can anticipate risks, tackle obstacles, and maximise opportunities.
Insurance
Frustrated with increasing premiums? Overwhelmed by jargon and countless policies? Worried if you have the right insurance and if it will support you at claim time? We tailor affordable, sustainable, and effective insurance plans to meet your specific needs, potentially saving you thousands in premiums. Let us help you structure your cover wisely and support you through every step, including claim time.
KiwiSaver
Many Kiwis dream of a future filled with exciting travels, owning a mortgage-free home, and enjoying a comfortable retirement. Yet, many miss out on thousands by not optimising their KiwiSaver. Transform your KiwiSaver from just a savings fund into a powerful investment strategy. We assess your risk tolerance, investment timeline, and objectives to optimise your returns, taking your KiwiSaver from average to Woohoo!
Your Journey with Us: What to Expect
![Financial Advice, Insurance & KiwiSaver from Jaime James](https://cdn.prod.website-files.com/650b742513986d1818c42c6c/652725dab36a5a4492deff17_The-Plan.jpg)
Connect & Clarify
Let's start with a brief, meaningful phone call to understand your challenges, priorities, and goals and we can answer any questions. We'll then book an initial online meeting to begin your journey from financial stress to success.
Strategy & Action
During the meeting, we'll help you with a personalised financial roadmap, insurance strategy, and KiwiSaver optimisation. You'll receive a comprehensive summary and an actionable plan to achieve your goals.
Ongoing Support
Dreams change, economies shift, events happen. As your goals evolve and new challenges arise, our team is here to help you adjust your plans and strategies to continue achieving your Healthy Wealthy Life.
KiwiSaver offers a multitude of benefits, including employer contributions, government contributions, and the ability to use it for a first-home purchase. It's an excellent tool for long-term savings and retirement planning. It's advisable to seek professional financial advice to assess if KiwiSaver aligns with your personal financial goals and needs.
That's where our expertise comes in. We assess your goals and risk appetite to recommend the best fit.
Yes, and we can guide you on optimising it for maximum benefits.
KiwiSaver is generally a long-term investment designed to grow over time. However, life is full of changes, so it's a good time to review your KiwiSaver whenever you experience a significant life or financial change. Doing so ensures that your investment continues to align with your evolving needs and objectives.
Rest assured, there are no 'hidden' fees - we discuss any fees clearly so you can make the most informed decision for your financial future.
We can advise on the best steps based on your circumstances and future plans.
KiwiSaver offers first-home withdrawal and potential grants. We'll guide you on maximising these benefits.
It's never too late. Every contribution helps in shaping a better future.
While all investments have risks, we guide you in funds aligned with your comfort level and market understanding.
Absolutely. We can advise on the benefits and timing of such decisions.