APPLICATION IS SUBMITTED

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

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

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.