Presented by Andrew Stewart
Financial Adviser (FSP #1006726)
Andrew is a Financial Adviser with Advice Knight Ltd. He is passionate about helping everyone get the most out of KiwiSaver, particularly by understanding their options and choosing a fund type that suits their preferences and circumstances.
Andrew developed this session specifically for staff who may never have had KiwiSaver properly explained to them. The presentation provides objective information and advice of a general nature, covering how KiwiSaver works, what the recent changes mean for members, the key differences between the various fund types available, and what those differences can mean for KiwiSaver balances over time.
There’s no pressure and no sales pitch, just a clear, practical explanation of KiwiSaver.
The session
Thirty minutes
The Fundamentals of KiwiSaver
0-8 minutes
For anyone who missed the memo! What KiwiSaver is and how it works, what makes it worthwhile for workers.
What's changed?
8-18 minutes
The new changes that have come and are coming into effect. How this affects what you get from the government, your employer, your take-home pay and your future balance
Different KiwiSaver Providers and Fund Types
18-24 minutes
Is your money safe? Is your current fund right for you? A plain-English way to check whether your fund and risk setting still match your stage of life.
Open questions
24-30 minutes
Bring whatever you've been wondering about — nothing is too basic.
Who's it for?
Built for workplaces, not individuals
Book for your team
Get a session on the calendar
$339 per session, NZ wide. Email to arrange a date — includes a short flyer you can share with staff beforehand.