Review my KiwiSaver Investment

Find the best fund for you.

Date of Birth

Are you:

PAYE

Self Employed

What is your current income?

KiwiSaver contribution rate

Who is your current KiwiSaver provider?

Which fund are you currently in?

What is your current KiwiSaver balance?

How many years do you have in KiwiSaver before you will withdraw your savings for your first home or retirement? *

Up to 2 years

Between 2-5 years

Between 5-7 years

Between 7-10 years

I will not use my KiwiSaver savings for a first-home or retirement for at least 10 years

How would you describe your risk tolerance? *

I am a conservative risk taker. I am happy with a lower level of return over the long term.

I am a balanced risk taker. I like to have some higher risk investments and some lower risk investments and a moderate level of return over the long term.

I am a risk taker. I am happy taking risks and don't mind about short term losses if I can achieve a higher return over the long term.

Growth funds are more volatile than conservative funds. If you were in a growth fund that lost 5% of its value in a month during a market decline, what would you do? *

Move to a conservative fund

Move half to a conservative fund

Stay in the growth fund confident that growth should outperform conservative over time

Increase your contribution rate or make a lump sum contribution while prices are lower

Which of the following do you feel is the most important for your KiwiSaver investment?

Historical performance / track record

Sustainable funds (the consideration of environmental, social, and governance factors)

Customer satisfaction

Lower fees

Do you have any specific goals for KiwiSaver?

Thank you. One of our Financial Advisers will be in touch very soon.

Advice Knight Ltd

team@adviceknight.co.nz

02102428000

Main Office: Retail Unit 1, Sentinel Building, 3-5 Northcroft Street, Takapuna

Second Office: 21 Empire Road, Devonport, Auckland

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