KiwiSaver Advice
5 STARS · 100+ PAST CLIENTS · ONE ON ONE KIWISAVER REVIEW
A 30 minute, one on one meeting with a financial adviser who provides options on the KiwiSaver provider, and advice on the various settings ‘people like you’ should choose.
$FREE, plus, take advantage of free access to the KiwiSaver Millionaire Roadmap online course!
BOOK TODAY
ADVICE OVERVIEW
What is it?
A 30 minute, one on one meeting with a financial adviser who provides options on the KiwiSaver provider, and advice on the various settings ‘people like you’ should choose.
A clear, personalised roadmap of the steps required to hit the amount of money you know you need to grow.
A chance to understand your choices, so KiwiSaver becomes something you master, not submit to.
WHO IS THIS ADVICE FOR?
Anyone – who’s looking to build more than enough for their future.
Seasoned investors and aspiring individuals determined NOT to let KiwiSaver be ‘just another one of those things’ that boring adults do.
KEY TAKEAWAYS
Certainty with KiwiSaver settings
A clear and simple explanation around active or passive investing strategies, and which style may be more suitable for you.
Clarity around the choices
Advice which welcomes as much or as little input as you can provide.
Confidence with the outcome
Peace knowing that professional input’s being received, from someone who ISN’T employed by the provider.
Support not just at the start, but ongoing
Advice with an option for us to implement the solution, yet with no pressure to act.
YOUR PERSONAL ADVISOR
Carley Ellis
Financial Advisor – Ungaro & Co.
Meet Carley Ellis, a qualified financial adviser, mother of 2, and wife to one. Carley understands the broader forms of wealth and how different communities will build up and pass on wealth to the next generation.
Carley’s committed to the idea that the everyday person can improve their situation, and she’s passionate in communicating this idea both one on one, in social media, and in this course.
SUMMARY
We’ll turn a ‘have to’, into a ‘want to’, and grudge activity, into a core tactical investment move that can fund your own infinite weekend!