KIWISAVER

Maximize Your Investment And Benefits, And Save Thousands Of Dollars In The Process.

Have you been searching for the answers about your KiwiSaver? Common questions include:

 

  • When can I touch my KiwiSaver savings?
  • How much can I take our for a first home purchase?
  • How much will I have to invest every month?
  • What are the differences between the many KiwiSaver schemes?

 

At Life Plan, we can help. KiwiSaver is a great opportunity for New Zealanders to save for the future, whether it’s for a first home or for retirement.

KiwiSaver has a wide range of Schemes available, each with a selection of funds. It also has some great features, such as:

The Member Tax Credit (MTC) – a government contribution currently set at $0.50 for every $1 you save, up to a maximum of $521 per year

If you’re employed, your employer is required to top up your contributions with a 3% contribution of their own

If you haven’t owned property, you can use your KiwiSaver towards your first home deposit

THE LIFEPLAN PROCESS

At LifePlan, we work with you to make the process of sorting out your financial future and your life insurance as simple as possible. We’re focused on your goals and helping you achieve them.

1 We take the time to understand you

The plan we develop to help you achieve your goals focuses on the best case scenario, but sometimes things don’t go to plan. It’s important that we protect you from the risks you face so that you have the best chance of achieving your goals.

2 We work together on a plan

Once we understand your goals and your current financial situation, we’ll work with you on a plan that breaks your goals into achievable objectives that are time bound.

3 We support you while you execute your plan

We might not be in the room, but we’re still there supporting you to execute the plan we’ve developed together. We’re only ever one phone call away.

4 We’ll help you protect what matters most so you can achieve your plan

The plan we develop to help you achieve your goals focuses on the best case scenario, but sometimes things don’t go to plan. It’s important that we protect you from the risks you face so that you have the best chance of achieving your goals.

Want to know more about Kiwisaver?

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