KiwiSaver Advice
Strategic guidance to help you get the most from your KiwiSaver investment
At Nexus Financial Advisory, we’re proud to now offer licensed KiwiSaver advice as part of our holistic financial services. Whether you're preparing for retirement, purchasing your first home, or simply wanting to make sure you're in the most appropriate fund, we provide tailored advice to help you make confident and informed decisions about your KiwiSaver.
Why KiwiSaver Advice Matters
KiwiSaver is a powerful long-term investment tool, yet many New Zealanders are not in the right fund type for their stage of life, financial goals, or risk appetite. Even small changes made today can have a significant impact on your financial future.
As licensed financial advisers, our role is to help you:
- Understand how KiwiSaver works and what options are available
- Align your fund choice with your risk profile and long-term goals
- Ensure your contributions are optimised for your situation
- Support you with provider comparisons and fund performance insights
First Home Buyers
KiwiSaver can be a vital stepping stone for those entering the property market.
We’ll help you:
- Confirm eligibility for a first-home withdrawal
- Understand the withdrawal process and timeframes
- Coordinate with your lawyer or conveyancer to ensure everything runs smoothly
Retirement Planning
For those closer to retirement, our KiwiSaver advice focuses on:
- Fund suitability and capital protection
- Contribution strategies in the lead-up to retirement
- Planning for regular withdrawals in retirement and tax considerations
Independent, Provider-Agnostic Advice
At Nexus, we’re not tied to any one KiwiSaver provider. This means our advice is unbiased and personalised, based solely on what’s best for you. We take into account your overall financial picture — including income, debt, property, and future plans — to ensure your KiwiSaver strategy supports your wider financial goals.
Let's Review Your KiwiSaver
Whether you're just starting out, thinking about changing funds, or preparing to use your KiwiSaver, now is the perfect time to get expert advice.
Book a consultation today or get in touch with our team to start your KiwiSaver review.
