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. |