KiwiSaver & Retirement

KiwiSaver

KiwiSaver is the main form of retirement saving for many Kiwis. We have a range of KiwiSaver Providers to choose from with a wide range of investment choices to enable you to grow and maximise your retirement savings.

Altus provides a wide range of KiwiSaver services free to our clients

  • A dedicated Adviser ready to take your call
  • How KiwiSaver works and how to maximise the benefits
  • How to choose the right provider and investment fund
  • How to set and achieve your retirement goals
  • How to use KiwiSaver to buy your first home
  • What are your options when you are ready to retire?
  • Are you on the right tax rate and how to change it
  • Bringing home your overseas super
  • Providing quarterly balance and performance reports

Retirement Planning

Retirement may still be a long way off but whether it’s years, or you are already retired, having a plan can make a big difference to your financial situation.

Key questions to be answered:

  • How much will you need?
  • How many years will you have in retirement?
  • What sort of retirement lifestyle do you want?
  • Where will you live?
  • Where will the money come from?

Altus can provide the answers you need to make the right decisions

  • Projections of current savings plans to retirement
  • Appropriate retirement investing to conserve capital
  • Retirement spending projections to ensure your savings will last to the end
  • Regular reviews and Goals Based investing to keep you on track

Let us do the heavy lifting

Contact us today if you would like to know how we can help you

Contact us today