Ask Cassie — for life's money moments

Are you on track?

Most people don't need more information. They need confidence they're making the right decisions.

If you've ever wondered whether your KiwiSaver is working as hard as it could, this is a good place to start.

A financial check-up for your KiwiSaver

Even if nothing has changed, it's worth checking that your KiwiSaver still fits your goals and your life.

In a few minutes, you'll see where your current settings are likely to take you. If you'd like personalised advice afterwards, we'll help you decide whether anything is worth changing.

Your journey

1

See where you stand

Start with a free check-up using your own numbers. See where your current KiwiSaver settings are likely to take you and explore how different choices could change your future.

Free to start

2

Get personalised advice

If you'd like to go further, receive a personalised written recommendation based on your circumstances. We'll review your fund, provider and contribution settings, explain what we'd recommend, and why.

Go further • $100

3

Talk it through

Sometimes you just want to ask questions. After you've received your report, you can book a 15-minute conversation with a licensed adviser to talk through the recommendations and decide what to do next.

Optional conversation • $100

What you'll leave with

  • A clearer picture of where you're heading
  • Confidence that your KiwiSaver still fits your goals – or clear recommendations if it doesn't
  • Independent advice from a licensed Financial Advice Provider
  • Practical next steps you can act on

Ready?

It only takes a few minutes to see where you stand.