Fill this out for your FREE KiwiSaver Report

To provide the best advice for your KiwiSaver investment, we need to collect some information about you so we can refine our recommendation to meet your situation and needs. To do this, I will be asking questions regarding your current KiwiSaver investments, your risk tolerance and your preferences with regards to the funds you invest in and the fund managers you wish to use.

This tool will take you through our data gathering process and should take you about 10 minutes to complete. If you have any problems or need clarification on any matters, please email us at advisersupport@foxplan.nz.

I remind you that my advice on this occasion is limited to matching your KiwiSaver provider and scheme to your risk tolerance and preferences to ensure you are getting the optimum benefit from your savings. I am not advising on retirement income needs or the ability of your KiwiSaver scheme to adequately meet these needs. If you would like more comprehensive investment and retirement planning advice, please contact us.

Whether you are building up a savings nest egg to help fund your retirement or saving for a first home and taking advantage of the HomeStart payment, having your savings in the best place to meet your needs will make a positive difference to your investment outcomes. In fulfilment of these goals, we recommend solutions from the following KiwiSaver providers whom we believe provide solutions suitable for our clients' needs.