Specialist referral: The referred partner provides any advice, not Nestwell.
What we can explore
- Goals, time horizon and attitude to risk
- Understanding the different fund types
- Fees, contributions and relevant features
- How and when to review your choices
Questions you may have
Can you help me with my KiwiSaver questions?
Yes. We can understand what you would like to explore and introduce you to a suitable authorised specialist for personalised KiwiSaver advice. The specialist will explain their scope and disclosures before advice is given.
What should I consider when comparing funds?
Time until you may need the money, investment risk, fees and the investment strategy are relevant starting points. A qualified KiwiSaver adviser can discuss the options in relation to your circumstances.
Can you connect me with someone about first-home withdrawal rules?
We can make an introduction. First-home withdrawal eligibility has specific legal and scheme conditions, so confirm your position with the specialist, your provider and official KiwiSaver information before relying on a withdrawal.
How we work
Tell us what sort of specialist you would like to speak to. We can make an introduction and the partner will confirm the scope, terms and disclosures of any advice.
Continue exploring
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