Are you one of the many thousands of New Zealanders in the wrong fund? Do you know which one you are in? Are you confident your provider is amongst the top performing available?
So regularly we see clients who are not getting the most out of their hard-earned savings because they are simply unaware, or have never been given, advice about the different funds and providers available.
It may surprise you how some easy to make changes could result in hundreds of thousands of dollars difference come retirement. That’s why it’s so important to get expert advice (there’s no charge by way), to help ensure you maximise your returns and realise the long term benefits the impacts could be for you, and your family, when it’s time to withdraw your funds.
If you’ve never received advice or would like to review your options, we can help.