SINCLAIR SOLUTIONS : INSURANCE, KIWISAVER, HEALTH AND SAFETY
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kiwisaver (Te AWamutu Rose Gardens)


Its surprising how many people are not well serviced by providers in the area of their KiwiSaver investments. Not knowing their account balance on a regular basis, what fund they are invested in, Information on tax subsidies etc.

Research shows that just under half of all KiwiSaver members are still invested in cash, default and conservative assets which may not be suitable for long term retirement savings. Bob can help you understand the risks and rewards of KiwiSaver and the Generate KiwiSaver Scheme. He can also show you how to use a risk profile tool.

Generate is a NZ owned and operated KiwiSaver specialist. They have provided a simple 4 question survey to help you find out what you know about the key drivers of KiwiSaver. If you would like a no obligation appointment with Bob to discuss please phone or txt 0274 597 296.

There's a trusted site called "Sorted"
Have a look here for more information on how KiwiSaver works

An increasing area of concern is where your money is invested. Mindful Money is a great website to find out more about investing ethically and to compare different providers and fund types with this in mind.



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"Making sure the pieces fit"

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027 459 7296
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      “The information provided and services described in this website are of a general nature and are not intended to be personalised financial advice to a retail client. The information provided in this website is not intended to be a substitute for professional advice. You may seek appropriate personalised financial advice from a qualified professional to suit your individual circumstances."

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  • Home
  • Insurance
    • What Insurance do I need?
    • Life Insurance
    • Trauma Insurance
    • Health Insurance
    • Income Protection
  • Business Owners
    • Commercial Risk
    • ACC
    • Shareholder Buyout
  • Investments
    • KiwiSaver
    • Budgeting and Money planning
    • Mortgage Finance
  • Health And Safety
    • Health and Safety
  • Disclosure
    • Financial Advice Disclosure
    • Contact
    • Testimonials
  • Blog