Perhaps one of the most commonly under-managed areas of an individual?s finance is their KiwiSaver investment.
It’s easy to simply set and forget – which is great, provided you’re set in the right fund for your situation, and your needs never change
Too often, this is not the case, which is why we actively understand your goals, coach you around making the most of your KiwiSaver account, and maximise your returns.
With the right approach, you can ensure that you get set up in the right KiwiSaver fund from the start – or turn your KiwiSaver investment from an underperformer to a vehicle for achieving your financial goals.
Here’s what that looks like:
- Our financial advisers work alongside you to determine the best provider for your needs
- Based on your goals, we’ll map out a savings plan and allocate funds accordingly
- Utilise Milestone’s 7 Steps to KiwiSaver Success and maximize your savings immediately
- Get clarity on where your KiwiSaver investment is headed, and how you’re getting there