RESOURCES

Here are some useful links and tools to help you. If you have trouble accessing the links please
contact us.

News

FAQ

Glossary of terms

Download a Disclosure Statement

Download our budget tool (save to your compuiter before opening)

Download our life insurance needs calculator (save to your compuiter before opening)

Download our mortgage calculator (save to your compuiter before opening)

Download our retirement needs calculator (save to your compuiter before opening)

Go to KiwiSaver website

Go to NZ Super website

Contact us

Quick Links

Latest news

My portfolio

Disclosure Statements
Satisfaction Survey Results
Client Area
Simon’s Blog
FAQ
KiwiSaver
Health Insurance

Excel files: (save to your computer before opening)
Budget Worksheet
Life Insurance Needs
Mortgage Calculator
Retirement Calculator
KiwiSaver Account Calculator
KiwiSaver Account for a Grandchild

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