KiwiSaver advice and support
Your KiwiSaver should reflect your circumstances, goals and time horizon. Lifelong Wealth can help you review your current position, understand suitable options and take the next step.
Five ways we support your KiwiSaver
We can help you assess your current KiwiSaver, join or transfer to a provider, compare fund options, understand eligible withdrawal pathways and estimate the balance you may need for retirement.
Assess
Assess your existing KiwiSaver performance — fund type, fees and whether your current settings still match your goals.
Join
Help you join a KiwiSaver scheme and transfer your existing balance, with the paperwork handled for you.
Find
Find the suitable KiwiSaver plan for you from the providers we advise on, explained in plain language.
Withdraw
Help you withdraw your KiwiSaver balance — first home, retirement or other eligible pathways, with the criteria explained.
Forecast
Forecast your KiwiSaver balance so you can see what your savings may look like at retirement.
KiwiSaver
Testimonials
I’d had KiwiSaver for years without really understanding my fund. The team at Lifelong Wealth explained the options in plain language and helped me understand how my choice fits with my retirement goals.
What I appreciated most was that they took the time to understand my circumstances, goals and comfort with risk. I felt listened to and involved in the decisions about my KiwiSaver.
As a first-home buyer, I had plenty of questions about KiwiSaver. The team helped me understand the withdrawal requirements and how my savings fitted into my home-buying plans. It made the process feel much more manageable.
I really valued being able to discuss my KiwiSaver in Chinese. The explanations were clear, and I felt comfortable asking questions. I came away with a much better understanding of my options.
It’s reassuring to have someone I can turn to when my circumstances change. My KiwiSaver review helped me revisit my goals and understand whether my current fund was still a suitable fit.
