KiwiSaver #1

As a first home buyer in Aucklant, you may be eligible for a duty exemption, concession and/or a grant.

 

What’s on offer:
  • Full or partial exemption on transfer duty.

 

Requirement:
  • your first home in Australia
  • Its value is no more than $800,000
  • Find out about more requirements

 

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Our job is to find the right insurance package for you! To do that, we work with and consider...

KIWISAVER PROCESS FLOWCHART

A voluntary savings scheme to help you save for your retirement!

  • Step One

    INITIAL CONSULTATION/DISCOVERY MEETING

    This is where we gather information about you and your retirement savings needs to enable us to recommend the best provider and investment strategy to meet your needs and stage of life.

  • Step Two

    KIWISAVER PROVIDER RECOMMENDATION/APPLICATION

    After undertaking Step 1 above, your adviser will provide you with a recommendation for your Kiwisaver Investment options and seeks your approval to proceed with the application

  • Step Three

    APPLICATION IS SUBMITTED

    Your adviser submits your application through to relevant Kiwisaver provider for commencement of your retirement savings plan.

Jonathan was incredibly helpful getting us into our first home. We couldn’t be happier!

Love the Threefold team, they helped us to refinance and made the whole thing really simple.

Great service. Joanna and the team went above and beyond.

Highly recommend Threefold. Friendly and reliable.

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