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    Personal Details


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    * Employment Details (complete all appropriate fields)




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    * Requirements (select all appropriate fields)

    I am interested in KiwiSaver as a retirement savings plan.I already have a KiwiSaver investment and would like an AFA of Investment Solutions Northland to review it.Current BalanceCurrent Scheme ProviderI am saving for my first home

    Contributions
    1. 1. I will contribute (% of my wages/salary) to KiwiSaver

      3%4%8%

    2. 2. My employer contributions (% of wages/salary) to KiwiSaver

      3%4%8%


    3. Regular Direct DebitAnnual Lump Sum

    Risk Profile

    I am interested in a KiwiSaver scheme where the mix of my investments is automatically adjusted as I move closer to retirement.

    How’d You Hear About Us?

    Acknowledgement


    I confirm that the information provided on this worksheet is, to the best of my knowledge, accurate, complete and correct.

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