KiwiSaver Questionnaire.
We know that choosing the right KiwiSaver can feel like a maze—different providers, funds, and options that all sound the same but deliver very different results. That’s where we come in. Our job is to guide you through the noise, giving you clear, tailored advice so your KiwiSaver is aligned with your goals and works hard for your future.
KiwiSaver is one of the most important tools for securing your financial future. But here’s the thing: we’re not a KiwiSaver provider. Instead, we’re here to help you figure out which provider and plan are the best fit for you.
The information below will help us form your personalised plan.
Name
First Name
Last Name
Email
example@example.com
Date of Birth
Are you currently a member of a KiwiSaver scheme?
Yes
No
If yes, who is the provider and what is your current balance?
If yes, do you know the type of fund you are enrolled in?
Conservative
Balanced
Moderate
Growth
High Growth
I don't know
What is your current annual income.
Exclude any discretionary bonus sums.
Do you have a savings goal?
This could be anything from a deposit for your first home, to retirement savings. We want to know it all!
Are you an employee, self-employed or not currently working.
What are your current KiwiSaver contributions?
3%
4%
6%
8%
10%
Not contributing
Rate your knowledge of KiwiSaver.
None.
1
2
3
4
Expert.
5
1 is None., 5 is Expert.
Understanding your risk tolerance. Please select the range that best describes how you feel about taking risks with your fund.
No risk at all - minimal returns, minimal loss.
1
2
3
4
5
6
7
8
9
Higher risk - more ups and downs but potential for better returns.
10
1 is No risk at all - minimal returns, minimal loss., 10 is Higher risk - more ups and downs but potential for better returns.
Anything else? We want to understand your Story.
Getting to know you is our top priority.
Submit
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