We have been committed to KiwiSaver since it started in 2008. We have many KiwiSaver clients and we don’t believe the ‘risk profile questionnaire’ approach used by many financial institutions is correct.
We seek to educate our KiwiSaver clients so that they make good choices and understand what their KiwiSaver experience is likely to be, so that they will have better outcomes.
The open letter we wrote in July 2018 is an illustration of our commitment to helping New Zealanders to get better outcomes with their KiwiSaver.
We can recommend different KiwiSaver providers based on a client’s situation and values.
We explicitly identify all fees, including our own.