Can you provide advice?

Can you provide advice?

We don’t have a financial advice licence, so we can’t make recommendations or suggest what might be best for your specific situation. The right investment approach and fund option will depend on your goals, timeframe and comfort with risk. 

If you need advice, we suggest you speak with a Financial Adviser. MoneyHub has compiled a list of fee-only advisers (who don’t earn commissions on products they recommend), which you can find by clicking here

You might also find these tools helpful: 
  1. Sorted's Fund Finder let's you compare fund types and risk levels to find the right type of fund for you - click here
  2. Our Fund Selector tools allow you to explore which of our funds could align with your goals, risk tolerance, and investment timeframe. KiwiSaver Funds here and Investment Funds here
  3. Our Product Disclosure Statements (PDSs) provide important information, including the risk levels and minimum suggested investment periods for each of our funds. KiwiSaver PDS here and Investment Fund PDS here

    If we can't answer your question, please get in touch: