KiwiSaver Questionaire

1

Please fill out the following* This field is required.

2

Please fill out the followingleave blank if unsure

3

Are you looking to use your KiwiSaver as part of your deposit to buy a home?

YESNO

4

When do you plan to make a significant lump sum withdrawal from your KiwiSaver account?For example, to purchase your first home or for retirement needs?

1. Within 2 years

2. In 2 -5 years

3. 5-10 years

4. 11-20 years

5. 20+ years

5

How often are you likely to think about your investment returns?

1. Daily

2. Monthly

3. Quarterly

4. Annually

5. Never or occasionally over a long term

6

Is it important to you that your KiwiSaver provider is 100% New Zealand owned?

YESNO

7

Investing ethically ie no Nuclear power, no tobacco etc; is important to me

YESNO

8

If my investment falls in value I……

1. Stress out/get annoyed, why am I losing money?

2. Don’t feel anything.

3. Feel comfortable as I understand that this movement is natural behaviour in financial markets and expect things to recover across a longer time frame.

9

When I hear ‘risk’ related to investing:

1. I worry about losing my hard-earned money

2. I understand it’s a normal part of investing

3. I see it as an opportunity for better returns

10

When I hear investment terms such as volatility, risk and return, and liquidity; I understand the meaning of these terms and would feel comfortable discussing these if prompted

AgreeDisagree

11

Would you like some exposure to digital assets like Bitcoin and Ethereum?

YESNO