Helping You Find the Right KiwiSaver Fund
Having an investment plan now to save for your retirement will ensure you can live how you want to live when you leave work. KiwiSaver makes this possible. The voluntary scheme was set up by the Government, but it is important you get the right advice to ensure you invest in the right fund for your stage of life.
At Lee Mason Mortgages & Insurance we provide you with advice so you can make an informed and educated decision as to how your funds are invested. The advice we offer includes helping you choose how much of your salary you want to contribute based on your current circumstances. Getting the correct PIE tax rate and also setting you up to be able to view your investments through an app.
Experienced, Knowledgeable, and Friendly Team
Our KiwiSaver advisers have the experience and knowledge you are looking for. They will take time to get a full understanding of your financial circumstances, your attitude to risk, your KiwiSaver investment goals, any other factors you want us to consider. We will then do all the hard work searching the market to find the best funds to invest your retirement savings.
To arrange a free consultation with one of our advisers, please give us a call today on +64 21 885 528