Accessing effective KiwiSaver advice: Generate KiwiSaver
Making your money work for your goals, KiwiSaver is a voluntary savings scheme created by the government to help Kiwis save for their first home or retirement. Despite its nearly 17-year existence, KiwiSaver is frequently overlooked.
Many Kiwis have never received KiwiSaver advice or learned how to maximise their investment. It all comes down to the advice you receive. That was why Generate was set up. An award-winning KiwiSaver provider, with a ‘people first’ approach. They’re a team committed to being that point of communication to educate and empower Kiwis to make smart KiwiSaver decisions that lead to better outcomes at retirement.
With over 10 years of impressive results, the Generate team is a valuable resource, and their advisers will be available at the Canterbury Home Show on 22-24 March.
“Getting KiwiSaver advice now is an investment in your future,” says Generate adviser, Matthew Abbott. “It’s important to be aware of what fund type will work best for your savings goals and timeframe. Small changes now could make a significant impact on your KiwiSaver balance by the time you retire,” he explains. “And, if you’re planning to withdraw your funds in the next few years, either for your first home or retirement, getting advice on what changes you might like to make to your KiwiSaver plan is really valuable.”
Matthew, who will be there to help at the Canterbury Home Show, says no two people are the same with KiwiSaver. “Every client is unique in the world of KiwiSaver, we each have different goals and timeframes for those goals,” he explains, “So, understanding a client’s story enables an adviser to help guide them on their KiwiSaver journey.”
The Kiwi founders of Generate remain with the company, continuing to make a difference in the communities of New Zealand. Gaining industry recognition for their community and environmental impacts, Generate has even invested $14 million into 25 new community homes with the local Ōtautahi Community Housing Trust. Receivers of many awards, a passionate team, and advisers set up nationwide to meet with you and discuss your options, it’s an easy road to becoming smart and financially savvy with your KiwiSaver.
Top Tip: See where your money is invested and manage your KiwiSaver account at your fingertips, with the Generate KiwiSaver app.
No part of this article is intended as financial advice; it is intended as general information only. Past performance is not indicative of future performance. To see the Generate KiwiSaver Scheme Product Disclosure Statement see generatekiwisaver.co.nz/disclosures. For more information about Generate’s approach to responsible investment see generatekiwisaver.co.nz/responsible-investing. The issuer of the scheme is Generate Investment Management Limited.
