AI KiwiSaver Advice Form

1
I want research on the following retirement accounts on mine.You can select one or many
New Zealand KiwiSaver
UK Pension
Australian Superannuation
Other
2
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
3
What's your current contribution rate?* This field is required.
Default minimum 3%
Boost up to 4%
Boost up to 6%
Boost up to 8%
Boost up to 10%
Self Employed - Minimum
Holiday / Nothing / No Account
4
Do you know the name of your current KiwiSaver provider & any Australian Superannuation?
5
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.
6
Your date of birth or current age?* This field is required.We need to understand how close to retirement you are now for projections.
7
Estimate current balance?* This field is required.Eg ‘About $6,000’ or ‘don’t know’
8
The most important thing to me when investing is...
Not losing any of the money I put in, even if it means my money won't grow as much in the long run.
Almost certainly ending up with more than I put in, despite some ups and downs.
Likely high returns over the long term, even if that means big ups and downs some years.
9
If I had $100,000 invested and I experienced a loss during a year, I would start feeling really uncomfortable when my balance fell to:
$99,000
$90,000
80,000
$60,000
$50,000
10
I see the security of my cashflow, job or business over the next five years as...
Not Good
Satisfactory
Very Good
11
If I were to lose my day-to-day income, I have...
No significant savings or insurance
Some Savings or insurance that would help.
Savings or Insurance to cover essential costs for several months
12
Which of the following best describes your level of knowledge and understanding of financial markets and investing?
Low to None
Reasonable
Solid
13
Investing Involves taking some risk. The level of risk will vary depending on the portfolio your funds are invested in. If you are seeking higher returns, you need to be willing to accept more risk (i.e. chance of loss). If you are seeking lower risk, you need to be willing to accept lower returns. How do you feel about taking market risk over the long term?
I am willing to accept lower returns to limit my chance of a drop in value, I do not want to see my portfolio returns fall at any time.
I am willing to accept some market risk and chance of drop in value to achieve higher returns, but prefer investments with low market risk and return.
I am willing to accept moderate market risk to achieve higher returns. Minimising risk and maximising return are equally important to me.
I am willing to accept higher market risks to achieve high returns.
I want to maximise my returns. I am not concerned with market risk or seeing my investment balance fall. I accept there will be significant fluctuations in my investment balance.
14
Mobile or Phone* This field is required.This is required so we can explain the report once received an answer questions.
15
Email* This field is required.This is required so we can send you the comparison report.
16
Your Full NameIf we need to speak on the phone what name do you prefer.
17
How did you hear about our 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
Educational Seminar
An accountant or solicitor
Dylan Mann’s Retirement Book
Google Search
A Website
Charlton Property Management
Ray White
Other
18
Please verify that you are human* This field is required.
Should be Empty: