The KiwiSaver market has matured since its inception and many participants now have strong balances. This qualifies them as significant financial market investors requiring a more robust and sophisticated approach from their investment.
Few, however, have taken the time to ensure that the fund they are in is right for them.
Quartz provides independent advice on the KiwiSaver provider that best suits individuals’ needs, now and with a view to the future.
For many this is the start of an ongoing wealth journey. For others this is an opportunity to review the status of one of their key investments to ensure it is working appropriately for them.
Determining your priorities
Expected investment returns and what this means for you
Your attitude to risk and investments that are suitable for your situation
Ethical providers who consider environment, social and governance in their investment management practices
Understanding fee structures and how they compare to the market
Are you saving for your first home, or for your retirement? The purpose and time horizon of your investment will impact the suitability of your investment.
Glenn Read, BCom, CA, AIF
Principal Adviser, Director
Anna Robinson, BA
Adviser, General Manager
Mark Humphrey, BA