The new kid on the block
Having only been around since 2007, and with new schemes popping up along the way, there is sometimes an assumption that all KiwiSaver schemes are made equal. But this simply isn't the case. There are over 200 different funds available right now so it is important to take an active participation in choosing what is the right fit for you. Don't assume that you are in the right fund for your financial goals or you could be missing out on significant savings for retirement.
Why Naked Finance?
Why wouldn't you take advice? After all, we charge nothing for the advice! The way we see it is we are confident that people will want to work with us, once they see what we offer and our process driven approach. Let's build your plan for financial success together.
Let us do the digging
We will go out and survey the marketplace and look for what fund is the best fit for you. Bear in mind, that this doesn't only focus on returns, we will take into account 'soft' factors too.
Your diamond in the rough
We will then collate the findings and help you understand all factors in your decision, thus allowing you to make an informed selection.
We're here for the long run
As with all things, maintenance is key. What is right today is not necessarily going to be right in five years. That's why we commit to the long run with our clients, ensuring we are always available and able to help them retweak to ensure optimal performance.
The Process
Identify where you are
First, we need to figure out where you are on your personal journey.
Find the best fit
We will collate the findings and help you choose a good fit for your plan.
Signed, sealed, delivered.
It's yours!
Once you're happy with the selection, sit back, and we will get it all sorted for you and you can just keeping contributing as normal.
So why move your KiwiSaver to us?
Most people don't realise that they should be receiving regular, free advice regarding their KiwiSavers. Haven't heard from an advisor? Well you are not alone. Moving your KiwiSaver under our management will give you the opportunity to reassess the fund you are in and guarantee you the regular contact with an advisor you are entitled to. Moving is free and regular advice is priceless.