First home buyer or experienced residential or commercial property investor? We have experience, and specialise, in all of these areas and we love to talk..
Maximise Your KiwiSaver, Maximise Your Future
Are You in the Right Fund for Your Circumstances?
Tailored Retirement Planning
We help you navigate the KiwiSaver scheme to ensure your retirement savings align with your personal goals and investment preferences.
Maximise Government Contributions
We assist in structuring your contributions, ensuring you take full advantage of annual government contributions for maximum benefit.
Personalised Approach
We understand your unique financial situation and retirement goals, providing personalised advice that adapts to your evolving needs.
Expert Fund Manager Selection
With access to a range of KiwiSaver fund managers, we guide you to the right option based on your investment style and retirement timeline.
Independent, Non-Biased Advice
Our service offers independent guidance to help you make informed decisions on where to invest your savings.
Ongoing Support
Regular reviews ensure your KiwiSaver plan remains on track with any changes to your financial situation or retirement plans.
Explore Our KiwiSaver Advisory Services:
KiwiSaver
KiwiSaver is a voluntary savings scheme designed to help set you up for retirement. You can make regular contributions from your pay or directly to your scheme provider and receive an annual contribution from the government.
While Inland Revenue is the central administrator of KiwiSaver, it does not hold your funds or provide financial advice. These services are provided by KiwiSaver fund managers.
Your personal views on investing and your stage in retirement planning are important to ensure you’re in the right fund with the right fund manager.
Let’s talk - I’ll set you up with the right fund for your goals
David Has Your Best Interests at Heart
Why Choose David?
David’s Insurance and KiwiSaver know how is extremely vast, you name it, he’s dealt with it. He knows how tough it can be if you’re not protected and is here to guide you the best he can to ensure you’re never in that situation.
Call David on 021 0859 0843
Email: David@khfinancial.co.nz