KiwiSaver Comparison Info

1
Which service/s do you want?You can select one or many
FREE KiwiSaver Advice Report
BEST RATE Mortgage Refinance
FREE Family Insurance Needs Assessment
Retirement Planning Advice
QUALITY QUOTES home, car, contents.
FREE Savings & Investment Plan Advice
2
Do you currently have a KiwiSaver?* This field is required.If you don’t, we can set it up for you, easy 🤓
YESNO
3
Do you have an Australian Superannuation account/s?* This field is required.We can give you free advice and help complete forms needed to boost that money into your KiwiSaver account 🤓
YESNO
4
Current KiwiSaver Growth & Savings Goal* This field is required.This helps us to advise you on the correct investment choices matched to your goal.
To retire with wealth after age 65 so you have more than current NZ Pension of $519 per week.
Buy a first home in next 12 months
Buy a first home in 2-3 years
Buy a first home in 4-7 years
5
Do you know how much you could afford to save each month from your work / income to help create financial security?* This field is required.
Default minimum 3%
Boost up to 4%
Boost up to 6%
Boost up to 8%
Boost up to 10%
Nothing right now - I need to apply for a savings holiday or Hardship money out.
6
Do you know the name of your current KiwiSaver provider & any Australian Superannuation?
7
Do you know what investment fund you have currently?If you don’t know we will compare the best investment fund ‘apples to apples’ if possible.
8
What’s your current age?* This field is required.So we can help advise the right investment choices.
9
Estimate current balance?Eg ‘About $20,000’ or ‘don’t know’
10
Mobile or Phone* This field is required.This is required so we can explain the report once received an answer questions.
11
Email* This field is required.This is required so we can send you the comparison report.
12
Do you want help creating a 'Plan B'? Risk needs report to protect yourself and your family in the event you can't work and save into KiwiSaver?
YESNO
13
Your prefered nameIf we need to speak on the phone what name do you prefer.
14
How did you hear about this free service* This field is required.So we know who to thank and how we can reach more people like you.
Dylan Mann - TicTok
KingPK - TocTok
Facebook
Referal from a Friend
Mary Holm
RNZ radio show
Instagram
Local area Seminar
An accountant or solicitor
Dylan Mann’s Retirement Book
Google Search
Website
Independant Agent
Charlton Property Management
Other
15
Please verify that you are human* This field is required.
Should be Empty: