KiwiSaver Investor Type

  • Ready to Unlock Your KiwiSaver Potential?

    Woo! We're stoked you're here & ready to go. Before we dive into the world of KiwiSaver for you, let's find your investor style. Take our quiz, and we'll match you with the perfect KiwiSaver path for your journey.

  • Before we dive in, drop your details below!

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  • Your Existing KiwiSaver Information

  • Do you currently have KiwiSaver?*
  • What would you like your KiwiSaver to do for you?
  • Do you understand the different fund types?*

  • Lets gauge your Risk Tolerance!

    You must answer all the below questions to get an outcome
  • How would you describe your investment experience/knowledge?*
  • What is your preference?*
  • What is your time horizon until you need to use your KiwiSaver?*
  • How comfortable are you with seeing you KiwiSaver balance move up & down?*
  • If your KiwiSaver balance suddenly dropped in value by 20%, what would you do?*
  • What percentage of your KiwiSaver are you willing to have allocated to high-risk, potential high-reward investments?*

  • Your Invester Type

    Please keep in mind that you may actually be more than one Invester Type and that is perfectly fine! Quite often it can be ideal for people to split their money between fund types. Some people actually split their money over more than 2 funds! This choice is ultimately up to you but we are happy to help in any way we can.

  • A conservative investor is characterised by a preference for low-risk investments that provide a stable balance.

    This profile is suitable for investors who are risk-averse and have a shorter investment time horizon.

    A conservative investor may typically invest a larger proportion of their portfolio in fixed-income assets, such as bonds or cash, and a smaller proportion in equities.

  • A moderate investor adopts a balanced approach, aiming for stable growth and while managing a moderate level of risk.

    Moderate investors are open to calculated risks, making them a sensible choice for individuals seeking a middle ground between growth and stability in their investment strategy.

  • A balanced investor is characterised by a moderate level of risk and a balanced approach to investments.

    This profile is suitable for investors who are willing to accept some level of risk in order to achieve higher returns over the long term.

    A balanced investor may typically invest roughly equal proportions in fixed-income assets and equities.

  • A growth investor is characterised by a preference for investments with high growth potential and a willingness to take on higher levels of risk to achieve potentially higher returns.

    This type of investor is typically focused on long-term capital appreciation and is willing to tolerate short-term market volatility.

    A growth investor may typically invest a larger proportion of their portfolio in higher-risk, higher-return investments such as equities, and a smaller proportion in fixed-income assets.

  • An aggressive investor is characterised by a preference for high-risk, high-return investments that have the potential for significant growth over the long term.

    This profile is suitable for investors who are willing to take on significant risk in order to achieve potentially higher returns.

    An aggressive investor may typically invest a larger proportion of their portfolio in high-growth equities and a smaller proportion in fixed-income assets

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