KiwiSaver plays a major role in first home buying and retirement planning. I help you understand your options and make informed decisions aligned with your goals.
Book a ConsultationGrow Your Wealth
Plan for the Future
Making KiwiSaver and wealth planning clear and actionable
Are you in the right fund? I review your current provider, fees, performance, and fund type to ensure it matches your goals and risk profile.
Understand how to withdraw your KiwiSaver for a first home, including eligibility, process, and how it fits with your deposit and lending.
Growth, balanced, or conservative? I help you understand your risk tolerance and match your investments to your timeline and comfort level.
Want your investments to align with your values? I can guide you to ethical and responsible KiwiSaver and investment options.