Is your KiwiSaver working for you?

The difference of getting your KiwiSaver Account 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 Account?

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 your KiwiSaver Account comes in.

The difference of getting your KiwiSaver Account 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 Account Advice because I realised my clients weren’t getting the advice they needed to get their Kiwisaver Account working for them.

Now my clients have a plan, and their KiwiSaver Account 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 Accounts, 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 your KiwiSaver Account.

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 an approval.
You can start here by either applying online, or call us to set up an appointment.

Meet your adviser

Kyle Imeson

Kyle Imeson

Director & Mortgage & KiwiSaver Adviser, Financial Adviser, FSP 607609