Adding yet another product to our financial service portfolio and working with our preferred KiwiSaver provider, Generate, Mortgage Express advisers are now able to offer you general advice about KiwiSaver and the Generate KiwiSaver Scheme.
Why you should think about KiwiSaver advice?
Only 10 – 20 per cent of Kiwis have received KiwiSaver financial advice . More than one third of KiwiSavers do not know which fund they are in , and over 44% of all funds invested are in default, cash or conservative funds .
Not all funds are the same. According to the sorted.org.nz KiwiSaver fund finder the performance of growth funds over the past 5 years to December 2015 range from 1.26% p.a right up to 12.92% p.a.
With many KiwiSaver accounts now showing balances in excess of $10,000, your KiwiSaver fund can quickly become your second largest asset after the family home.
With the possibility of being invested in a fund not suitable to your risk tolerance and therefore potentially missing out on tens of thousands of dollars towards your retirement savings, can you afford not to talk to a KiwiSaver specialist?
Why the Generate KiwiSaver Scheme?
New Zealand owned and operated, Generate are specialists in their field, focusing solely on retirement savings.
- Award winning – Investment Provider of the Year 2015, SuperRatings Gold 2016 (4)
- Service Focused – Ranked highly for services by Sorted.org.nz (5)
- #1 Performance – #1 Performing KiwiSaver Fund in the Growth Category for 2014 & 2015 (6)
With an investment committee combining over 90 year’s investment experience, Generate’s goal is simply to help you grow your savings and achieve the lifestyle you want in retirement.
For no cost, no obligation advice about the Generate KiwiSaver Scheme, contact a Mortgage Express adviser today.
Alternately, apply online by visiting the Generate Website.