MSF - KSQ Pt 1 (website vers)

KiwiSaver Questionnaire
Which Milestone Financial office are you working with today?*

Milestone Financial - Auckland/Hamilton/TimaruMilestone Financial - Hawke's BayMilestone Financial - Christchurch/Queenstown

Scope of Service
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 following KiwiSaver providers:
- Milford
- Pathfinder
- Generate
- OneAnswer/ANZ
- Booster
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.

How can we help you?
Select the goal(s) that best applies to your situation.

Advice to establish a KiwiSaver accountReview and advise on your existing KiwiSaverAdvice to help purchase your first home
Would you like us to contact you about personal insurance (life & health)?*

YesNo

Do you have savings outside of KiwiSaver for your first home purchase?
Please specify the amount

Disclosure and Privacy
Please ensure you have read and understood our disclosure statement. It contains important information on:
- the type of fees and expenses we charge
- the duties and standards we must maintain
- how we handle complaints and our dispute resolution scheme
- the types of advice we are licensed to provide
- material conflicts we may have, and
- the providers we use
Please contact adviseme@milestone.co.nz if you have any questions relating to these documents.

Tell us a bit about yourself
FULL LEGAL NAME*

TitleFirst NameMiddle NameLast Name
DATE OF BIRTH*
Format dd/mm/yyyy
COUNTRY OF BIRTH*
EMAIL ADDRESS*
example@example.com
BEST CONTACT NUMBER*

Do you have an existing KiwiSaver account?

YesNo

Tell us about your existing KiwiSaver account

share with us as much as you can
KiwiSaver provider name?
e.g. ANZ, Milford, Booster, Generate, ASB etc
Current approximate balance?
What type of fund is your KiwiSaver invested in?
If you selected "Other" above, please provide more details below
What is your current contribution rate?
Voluntary payments (if any)?
Annual Total (estimate)

Employment Details
What is your current employment status?
What is your annual income - before tax?
What is your employer's contribution rate?

Superannuation elsewhere?
Have you ever worked in Australia or the UK?*

YesNo
Would you like assistance to move your superannuation back to NZ?

YesNo

Socially Responsible Investment (SRI)
SRI investment options are available in KiwiSaver. This means the following sectors are generally restricted or excluded:
Please confirm your SRI preference:*

I want to invest in an SRI fundI do not specifically require an SRI fund

What is your investor profile?
TIMEFRAME - when do you expect to withdraw the bulk of your KiwiSaver funds?*

0 - 3 years4 - 7 years8+ years
Timeframe result
RISK - over a given year I am comfortable with this possible gain or loss...*

0% Loss - 5% Gain10% Loss - 20% Gain30% Loss - 100% Gain
Risk result
INVESTMENT PREFERENCE - the most important thing to me when investing in KiwiSaver is...*

Getting back all that I invest, even if this means my returns are modest (smaller potential balance at retirement)Almost certainly ending up with more than I put in, despite some ups and downs along the wayLikely higher returns over the long term, even if that means big ups and downs in some years
Investment Preference result
Risk Profile Result

Investor Profile - Result
You prefer Socially Responsible Investments (SRI) and ...
Your risk profile indicates you are a CONSERVATIVE investor.

As a Conservative investor you:
- have an investment period of 0-2 years,
- accept lower returns over time,
- wish to minimise the ups and downs in investment value along the way,
- seek protection against long-term losses,
- may need a regular income from your investment (e.g. retired),
- may soon withdraw the bulk of your funds,
OR ... are close to purchasing your first home.
Your risk profile indicates you are a MODERATE investor.

As a Moderate investor you:
- have an investment period of at least 3 years (for the bulk of your funds),
- are prepared to accept lower returns over time,
- understand markets move up and down but want to minimise this,
- may need a regular income from your investment (e.g. retired).
Your risk profile indicates you are a BALANCED investor.

As a Balanced investor you:
- have an investment period of at least 5 years (for the bulk of your funds),
- aim to achieve returns above term deposit rates over time,
- can tolerate some ups and downs in investment value along the way,
- may make minimal or irregular withdrawals from your investment.
Your risk profile indicates you are a GROWTH investor.

As a Growth investor you:
- have an investment period of at least 8 years,
- aim to achieve strong potential returns over time,
- will accept significant ups and downs in the investment value along the way,
- have a long-term focus,
- don’t plan any withdrawals in the years ahead,
- accept that negative annual returns will occur and are comfortable to remain invested through these periods.
Your risk profile indicates you are an AGGRESSIVE investor.

As an Aggressive investor you:
- have an investment period of at least 10 years,
- aim to achieve high returns over time,
- will accept extreme ups and downs,
- have a very long-term focus,
- don’t plan any withdrawals in the years ahead,
- accept that negative annual returns will occur and are comfortable to remain invested through these periods.
Do you agree with this investor profile description?

YesNo/Not sure - I would like to see the other profile descriptions first

Investor Profile - Preference

Now you know your investor profile result, take a moment to compare it with others to make sure it feels like the correct fit for you.
Select the profile you would like to view

ConservativeModerateBalancedGrowthAggressive
As a Conservative investor you:
- have an investment period of 0-2 years,
- accept lower returns over time,
- wish to minimise the ups and downs in investment value along the way,
- seek protection against long-term losses,
- may need a regular income from your investment (e.g. retired),
- may soon withdraw the bulk of your funds
OR ... are close to purchasing your first home.
As a Moderate investor you:
- have an investment period of at least 3 years (for the bulk of your funds),
- are prepared to accept lower returns over time,
- understand markets move up and down but want to minimise this,
- may need a regular income from your investment (e.g. retired).
As a Balanced investor you:
- have an investment period of at least 5 years (for the bulk of your funds),
- aim to achieve returns above term deposit rates over time,
- can tolerate some ups and downs in investment value along the way,
- may make minimal or irregular withdrawals from your investment.
As a Growth investor you:
- have an investment period of at least 8 years,
- aim to achieve strong potential returns over time,
- will accept significant ups and downs in the investment value along the way,
- have a long-term focus,
- don’t plan any withdrawals in the years ahead,
- accept that negative annual returns will occur and are comfortable to remain invested through these periods.
As an Aggressive investor you:
- have an investment period of at least 10 years,
- aim to achieve high returns over time,
- will accept extreme ups and downs,
- have a very long-term focus,
- don’t plan any withdrawals in the years ahead,
- accept that negative annual returns will occur and are comfortable to remain invested through these periods.
CONFIRM the investor profile that suits you best*

Thank you for completing the Milestone Financial KiwiSaver questionnaire.

Click submit to receive your personalised KiwiSaver report. This will be sent to the email supplied above in the next 3 business days.

One of our advisers may be in touch should they need any further information.
Should be Empty:

KiwiSaver Questionnaire

Scope of Service

How can we help you?

Do you have savings outside of KiwiSaver for your first home purchase?

Disclosure and Privacy

Tell us a bit about yourself

Tell us about your existing KiwiSaver account

Employment Details

Superannuation elsewhere?

Socially Responsible Investment (SRI)

What is your investor profile?

Investor Profile - Result

Investor Profile - Preference