Is your KiwiSaver working for you?
The difference of getting your KiwiSaver sorted now, could be hundreds of thousands of dollars. Chat to our KiwiSaver Advisor about how to get your KiwiSaver working for you.
Why sort your KiwiSaver?
It’s no longer enough to have your house paid off for retirement, you need to have a nest egg that will provide for your day to day living expenses, and provide for your lifestyle.
That is where KiwiSaver comes in.
The difference of getting your KiwiSaver sorted now, could be hundreds of thousands of dollars. It could be the difference between struggling from week to week, to living a comfortable lifestyle.
Why Summit Wealth?
I started offering KiwiSaver Advice because I realised my clients weren’t getting the advice they needed to get their Kiwisaver working for them.
Now my clients have a plan, and their KiwiSaver is working as hard as they do.
How it works
We work with some of the best KiwiSaver providers available. So, while the banks operate on a “you want fries with that?’ mentality when it comes to KiwiSaver, we run through an advice process to determine your longterm goals, and set up a plan to achieve them. Based on your situation, we tailor the recommendation of KiwiSaver provider and fund to suit you.
Disclaimer: this graph is an example of the results gained for a recent client. You are not guaranteed these results.
Easy 3 step process
Chat
Have a no-obligation call with Kyle to find out a little more about you.
Define
We will discuss your goals and find out what is important to you when it comes to KiwiSaver.
Recommend
We will make a recommendation and implement the switch over. It’s that easy!
Where to start
We can help you through the process. We will keep you informed and give you tips on how to prepare yourself to get
You can start here by either applying