KiwiSaver
Retirement, your way.
Your choices in retirement are shaped by two things: your health and your savings. We’re invest’d in helping you feel confident about both. With thoughtful planning and sensible advice, you can build the freedom to enjoy the retirement you want – without compromising your plans or dreams.
Meet Tim
Tim Waldon is our KiwiSaver specialist, and he’ll work with you one-on-one – no call centres, no pressure. We’re invest’d in giving you personalised, friendly help every step of the way.
Tim isn’t tied to any KiwiSaver provider, which means his advice is independent and focused on what’s right for you. Many people end up in default funds without realising there may be better options. Tim helps make sure your KiwiSaver is working as hard as it should, whether you’re saving for retirement or your first home.
Our KiwiSaver advice is completely free, unbiased and designed to help you get more from your savings.
KiwiSaver Fact Find
Already have KiwiSaver?
3 simple steps to see if you’re on track:
Start today
Don’t have KiwiSaver yet?
Quick simple steps to get you’re on track:
If you’re employed, KiwiSaver can help you grow savings for your first home or retirement – boosted by employer and government contributions. If you’re self-employed, Tim can help you decide if KiwiSaver is right for you and how to get started.
We’re invest’d in helping you choose the right path, not just any path.
Features
Testimonials
What our clients are saying
I recently transferred my Pensions from the UK. Norm explained the process and options clearly and progressed the paperwork promptly. He travelled to Wellington to meet face-to-face and discuss all the options. What I was impressed about was the how up-front Norm was regarding fees & commissions. His emphasis appears to be good service and advice, not generating large commissions. I would be happy to use Norm again and would recommend his services to anyone.
Kevin Rice
Wellington
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We had been living in New Zealand for 5 years when we thought it time to make that final move and secure our future in our new homeland by transferring our UK pensions.
We had no idea how to do this so we sent an enquiry through the NZ Pensions web page, and after that we did very little else except provide the details of our overseas pensions. It was as easy as that. Norm did everything and kept us informed every step of the way. As soon as he had all the information required he made the effort to come visit us to meet and talk us through all of our options. We are in the Bay Of Plenty so we really appreciated his time to take us through the process personally. He helped us to make the right decisions for our future and was also able to help us release some capital on the transfer date which made a huge difference to our life now.
Without Norm’s help and expertise we would not have been aware of the options available to us, and as a result of his friendly, personal and professional services we have expanded our business with him. He provides much more than just Pension Transfer.
Theresa Cooknell
Te Puke
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Norm was referred to me by a trusted friend. I had moved to New Zealand a few years earlier and had most of my pension funds in the UK before deciding to switch my funds to New Zealand. Norm was excellent and a great help in seeing this transition through smoothly and with the utmost professionalism. As a result, I decided to invest further with Norm. His advice is sound and solid and I would trust him with my last cent.
Maria Leyden
Napier
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