Wealth management · New Zealand

You worked hard for your money.
Is it working as hard for you?

If your money is just sitting in the bank, it is probably falling behind. It takes two minutes to find out whether it could be doing more for you.

Years of
Experience
30
Countries
invested
45
On the
platform
$10b

Book a 15-Minute Chat

Free · 15 minutes with John · real availability this week

No pressure: you deal with John directly, not a call centre.

KiwiSaver
$37,000
is that enough?

The average Kiwi's KiwiSaver is about $37,000. Will that be enough?

For most people that is not enough to live on once they stop working. One in three members are not putting anything in at all. Two questions usually fix it: which fund are you in, and how much are you putting in? Source: Retirement Commission.

Your fund

You were probably put in a KiwiSaver fund you never chose.

Most people were signed up at work and never picked a fund. The one you were given may not suit your age or your plans. Changing it takes minutes and can add up over the years.

Defensive
DEFAULT
Conservative
Balanced
Growth
MAYBE YOU?
Contributions

A small change today.
A big difference at 65.

Putting in a little more each payday can grow your savings a lot by the time you are 65. Most people never do the sums. We will, in 15 minutes. Example figures only.

3%
6%
10%
ILLUSTRATION ONLY. EXAMPLE FIGURES.
Quietly costing you

5 KiwiSaver mistakes that cost you money.

1

Staying in the fund you were given, without checking it suits you.

2

Putting in the smallest amount allowed and never changing it.

3

Being in a fund that plays it too safe for how long you have.

4

Paying fees you never look at, year after year.

5

Never asking anyone else what they think.

6

A 15-minute check catches all five. Free, and no pressure.

A lump sum

Sold a business or come into money? The hard part is what's next.

A big sum of money with no plan is where people go wrong. Whether it came from selling a business, an inheritance or years of saving, a good plan turns it into money that lasts. John has been doing this for 30 years.

2 MIN

Is your money working? A free 2-minute check.

Three quick questions and a straight answer on whether your money is working. No login and no sales call. Just a clear picture, and a chat if you want one.

38
$37,000
$80,000
Share of your pay going into KiwiSaver
AT 65, ON THIS TRACK
$0
Put in 2% more from today +$0
Talk this through with John

Example figures only. This is a guide, not financial advice, and it does not account for pay rises, breaks from work or market ups and downs.

Who you'll be talking to

45 countries. 30 years. Independent. 15 minutes on your plan.

John’s clients have money invested in 45 countries, on a $10 billion platform. Tell him your situation and get a straight answer. No pressure.

countries
45
years
30
certified
CFP
platform
$10b

Helping you make the retirement of your dreams a reality - from John