KiwiSaver Advice
Why review KiwiSaver with Lifetime
Expert Advice
We research and carry out due diligence on a range of KiwiSaver providers and funds, checking they meet our investment criteria. Our qualified advisers then help you choose from an approved list of funds.
Personalised to you
The right KiwiSaver strategy depends on your age, goals and comfort with risk. We take the time to understand your situation and tailor advice to suit you.
Consideration of your whole financial life
KiwiSaver accounts shouldn't sit in isolation. We can help you understand how it fits alongside your mortgage, investments and long-term financial goals.
Ongoing guidance
Your life changes, and your investment strategy should too. Our advisers can review your situation over time to make sure it stays aligned with your goals.
Gain KiwiSaver Confidence
Markets naturally rise and fall, and it’s not always easy to know if you’re in the right KiwiSaver fund when volatility occurs. A review can give you confidence that your current fund choice is aligned with your goals and comfort with investment risk.
Get into your first home
KiwiSaver advice can ensure your fund choice aligns with your home ownership timelines. We can assist with pre-approvals and withdrawals, and help you refocus on your retirement savings once you're in your home.
Align to your values
Many KiwiSaver providers offer funds that consider environmental, social and ethical factors. Reviewing KiwiSaver can help ensure your investments reflect the values that matter to you.
Grow your savings
Small changes to your fund, provider, contribution rates or fees can make a meaningful difference over time. Advice can help ensure your savings are working as effectively as possible.
KiwiSaver Advice FAQ
No. Lifetime provides advice on KiwiSaver but is not a KiwiSaver provider. Your adviser will review your situation and may recommend options from a range of approved KiwiSaver providers and funds if a change could suit you better.
An adviser will talk through your current situation, goals and contribution rates as well as your comfort with risk. From there, they can recommend a KiwiSaver strategy & fund that aligns with your circumstances and long-term plans.
You can choose to meet either in person or online and a typical KiwiSaver conversation usually takes around 30–45 minutes, depending on your situation.
No. A KiwiSaver conversation is an opportunity to review your situation and understand your options. Any decisions or changes to your investment are entirely up to you.
In most cases, a KiwiSaver review with Lifetime is free. That’s because Lifetime is usually paid by KiwiSaver providers. If you need advice outside of KiwiSaver your adviser will let you know any additional fees upfront.
Let's Talk KiwiSaver
Have questions about KiwiSaver? Talk to a Lifetime financial adviser today.
Get in Touch