KiwiSaver – Should it be your ‘only’ retirement savings plan?

Should you have an additional long-term savings strategy? Which sits alongside your KiwiSaver account…

Contributing to KiwiSaver what you need to get the maximum benefits and investing in a separate account that sits alongside your KiwiSaver account could be worth considering.

Some of the feature benefits are:

* funds aren’t locked in

* low cost

* Portfolio investment entities (PIE) so no tax return required

* No minimum investment required (nominate a regular savings amount)

* You decide how you want the funds invested

* Personalised financial advice from an Authorised Financial Adviser

To find out more, or book a FREE no obligation meeting call us on 0800 66 66 78

Here is a useful article around changes to KiwiSaver contribution rates that came into force on 01 April 2019.

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