Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages

KiwiSaver

AT MOMENTUM WEALTH WE ARE VERY STRONG ADVOCATES OF KIWISAVER. EVERYDAY WE SEE THE DIFFERENCE IT MAKES IN THE FINANCIAL FUTURES OF OUR CLIENTS.

Since its introduction in 2007 KiwiSaver has helped over 2.7m New Zealanders better financially prepare for their retirement.

 

But, as with so many things in life, with KiwiSaver there are do’s and there are don’ts. Getting the most out of KiwiSaver, and making sure that your Scheme and Fund match your needs is best undertaken by an Authorised Financial Adviser.

 

Momentum provides a free KiwiSaver advice service that includes:

  • Ensuring your choice of scheme and fund matches your unique needs
  • Help with processing first home withdrawals, retirement withdrawals or any other changes
  • Advice on optimising member tax credits
  • Reporting and ongoing monitoring of your Scheme.

 

Make contact for a free no obligation chat.

If you have any questions, would like some more information or want to setup an appointment, get in touch with us now.

 

CONTACT US

Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages
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Little Rock Financial Services Ltd  .  The Stoneman Group Ltd  .  HOSB Financial Consultants Ltd

- Trading as Momentum -

Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages
Kiwisaver Advice by Momentum Wealth Whanganui
Follow Momentum on Facebook
Momentum Wealth | Wealth Management, Investments, Insurance & Mortgages
Kiwisaver Advice by Momentum Wealth Whanganui

Little Rock Financial Services Ltd

The Stoneman Group Ltd

HOSB Financial Consultants Ltd

- Trading as Momentum -