When planning for the future, it's a great idea to have a savings or investment plan in place.
We have a range of products designed to help you achieve your goals.
Investing is all about buying things that put money back into your pocket. It may sound scary, but if you have a bank term deposit or are in KiwiSaver you're an investor.
You become an investor when you put your money into things that can earn income or grow in value. The general aim is to earn at least an after-tax return greater than the rate of inflation.Being an investor also involves a degree of risk. Generally, the higher the return, the higher the risk.
Doing some groundwork with Carol our Authorised Financial Adviser (AFA) will enable you to select a suitable investment option to assist in turning your goals into reality.
An important part of this is matching the right investments to your situation and preferences. We can help you to identify your attitude to some key investment risks to determine your 'investor profile' and choose an appropriate strategy for you.
Finally, Carol our Authorised Financial Adviser (AFA) will recommend a suitable product.