Should you have an additional long-term savings strategy? Which sits alongside your KiwiSaver account…
Contributing to KiwiSaver what you need to get the maximum benefits and investing in a separate account that sits alongside your KiwiSaver account could be worth considering.
Some of the feature benefits are:
* funds aren’t locked in
* low cost
* Portfolio investment entities (PIE) so no tax return required
* No minimum investment required (nominate a regular savings amount)
* You decide how you want the funds invested
* Personalised financial advice from an Authorised Financial Adviser
To find out more, or book a FREE no obligation meeting call us on 0800 66 66 78
Here is a useful article around changes to KiwiSaver contribution rates that came into force on 01 April 2019.