What do you know about your KiwiSaver account?
|1.||Do you know the difference between a growth fund and a default fund?||Yes/No|
|2.||Do you know which KiwiSaver fund you are in?||Yes/No|
|3.||Do you know how the Member Tax Credits (MTC’s) work?||Yes/No|
|4.||Do you know what your KiwiSaver account Prescribed Investor Rate (PIR) is?||Yes/No|
If you cannot answer all 4 questions you need to contact us to book a free 30 minute review of your KiwiSaver account to make sure you are getting the most out of your retirement investment.
Please contact Peter on 04 939 2902 or email firstname.lastname@example.org to arrange a KiwiSaver review meeting at a time and place convenient for you.
A copy of Peter’s disclosure statement is available on request and free of charge.