Your KiwiSaver Success,

Step by Step

Step One: Initial Consultation (10-15 minutes)

We start with a quick chat, usually by phone, to get to know you and your financial aspirations. We'll ask questions to understand your current KiwiSaver situation, your goals, and what matters most to you in terms of investment performance, risk, and values.

Step Two: In-Depth Analysis

  • Investment Horizon: We assess your timeframe for using your KiwiSaver funds.

  • Risk Tolerance: We determine your comfort level with investment risk.

  • Performance Goals: We understand what kind of returns you're aiming for.

  • Ethical and Sustainable Considerations: We take into account any preferences you have for socially responsible or environmentally friendly investments.

Behind the scenes, our team of experts goes to work. We use our professional knowledge and independent research to analyze your unique situation and create a personalized KiwiSaver strategy. This includes:

Step Three: In-Depth Analysis

  • Fund Selection: The KiwiSaver funds we believe are the best fit for your needs and goals.

  • Contribution Level: Guidance on how much you should be contributing to maximize your savings.

  • Projected Growth: An estimate of how your KiwiSaver balance could grow over time.

  • Ongoing Review: A plan for regularly reviewing and adjusting your strategy as your situation changes.

We present you with a detailed recommendation that's designed specifically for you. This recommendation will include:

Step Four: Your Decision

You're in control. We'll explain our recommendations thoroughly, answer any questions you have, and help you feel confident in your decision.

Step Five: Ongoing Support

Our relationship doesn't end there. We'll continue to support you on your KiwiSaver journey, providing regular reviews and adjustments as needed.

At SmartSaver, your KiwiSaver success is our priority. We're committed to helping you make the most of this powerful savings tool and achieve your financial goals.

Alan Mills

With 15 years in the financial industry, Alan has a deep understanding of KiwiSaver and a knack for explaining complex concepts in simple terms. His goal is to ensure every client feels confident in their financial future.