The following advice process is limited to KiwiSaver. The resulting advice doesn't consider your full financial position.
Eligible for KiwiSaver? You must be:
- Living (or normally living) in New Zealand, and
- A New Zealand citizen, or entitled to be in New Zealand indefinitely.
We provide recommendations in relation to the Booster KiwiSaver scheme and the Milford KiwiSaver plan.
This advice process may NOT be appropriate for you if:
- You were born in the USA or are a USA tax resident; OR
- You have previously transferred a UK pension into your KiwiSaver account.
If you wish to receive comprehensive financial advice, please contact us to discuss your requirements at adviseme@milestone.co.nz.