One thing in life that is certain is that things change. In your own life, in the economy and with your investments. Because of this, it's important to regularly review your KiwiSaver to ensure it remains fit for you and the future. This could mean a change in your life circumstance that could change your risk profile or your view on the economy. It could even be something your current provider does that means you want to make a change.
If you're thinking of reviewing your KiwiSaver you need to make sure you are comfortable with your current provider and their offering by reviewing your current position to ensure that your funds are being invested in the best way possible.
Why should you review your KiwiSaver through Lateral Partners / NZ Funds?
To provide our clients the best possible advice we have partnered with KiwiSaver provider, NZ Funds. They provide an excellent offering, both for KiwiSaver and wealth advice. Unlike the majority of the market, they invest in a wider asset class than just equities, bonds and cash, and take an active role in the management of their portfolios. Their views on the market perfectly align with ours and we greatly value the advice they will give our clients.
To find out more, arrange a chat with us by filling out the form on the right.
For each transfer of KiwiSaver or establishment of a Wealth Product, Lateral Partners are paid a small up front commission (details in our disclosure statement here).