With so many KiwiSaver options out there it can be difficult knowing which provider to use and what fund to be invested in. What's more important to you - fees, returns, ethical considerations, New Zealand ownership or something else?
Unless you have made an active choice to pick a fund manager and fund option, IRD or your employer will have chosen for you. While this is the easy option, many KiwiSaver members are not with the best fund manager to meet their needs or in a fund matching their risk preferences. The other big problem for most members is where to get advice? 0800 call centres (often offshore) or online chat bots can only do so much - wouldn't you rather work with a real person who can provide a consistent point of contact and ongoing advice?
After completing KiwiSaver reviews for many clients, we know from our experience that around 60% of KiwiSaver members are in a fund that doesn't match their risk profile. The good news is that we have been able to match these clients with a suitable fund and appropriate fund manager that is a better fit for their preferences, often providing improved investment performance.
Core Advice work a wide range of leading KiwiSaver fund managers including Milford, Generate, AMP, Booster, ANZ, Fisher Funds and Amova Goalsgetter to give you a great range of options. Contact us today for a free KiwiSaver review!