At retirement, KiwiSaver is most Kiwis second largest asset. Therefore, it pays to ensure that your money is invested wisely and with your individual needs in mind.

At Stafford’s we have a trusted, comprehensive and unique review process to ensure that all your needs are covered, even the ones you haven’t thought about.

The service has resulted in many clients gaining more control and achieving more with their investments.

STEP 1

DISCOVER

Fill out a personalised Discovery Quiz. You can specify your investment preferences, short and long term goals, ethical considerations and more.

STEP 2

CONSIDER

From here Brendan will analyse your circumstances and develop personalised advice.

STEP 3

RECOMMEND

Once we have identified the best options for you, Brendan will present your advice and work through the process of re-aligning your investment.

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KiwiSaver Fact Finder

What do you want out of your KiwiSaver investment?*

Please indicate whether you’re using your KiwiSaver for a first home purchase or retirement.

Saving for a first home and taking advantage of the First Home Grant

Maximizing returns for retirement

Personal details

kiwisaver-2

First Name*

Surname*

Date of birth*

Select Date ×

Email Address*

Mobile phone number*

IRD Number*

Passport or Drivers license

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Select Files

Or you can add upload the signature later, click “NEXT” to continue

Refer to the table below to calculate your prescribed investor rate (PIR). This will determine how much tax you will pay on your KiwiSaver taxable income

A 10.5%

B 17.5%

C 28.0%

Employment status*

Full time

Part-time

Self-employed

Student

Stay-at-home parent

Unemployed

Other

Current KiwiSaver details

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Current KiwiSaver provider*

Amanah KiwiSaver Plan

AMP KiwiSaver Plan

ANZ KiwiSaver Scheme

Aon KiwiSaver Scheme

ASB KiwiSaver Scheme

BNZ KiwiSaver Scheme

Booster KiwiSaver Scheme

CareSaver KiwiSaver Scheme

Fisher Funds KiwiSaver Scheme

Fisher Funds Two KiwiSaver Scheme

Generate KiwiSaver Scheme

Juno KiwiSaver Scheme

Kiwi Wealth KiwiSaver Scheme

KiwiWrap KiwiSaver Scheme

Koura KiwiSaver Scheme

Lifestages KiwiSaver Scheme

Mercer KiwiSaver Scheme

Milford KiwiSaver Scheme

NZ Defence Force KiwiSaver Scheme

NZ Funds KiwiSaver Scheme

One Answer KiwiSaver Scheme

Quay Street KiwiSaver Scheme

Simplicity KiwiSaver Scheme

Summer KiwiSaver Scheme

Superlife KiwiSaver Scheme

Westpac KiwiSaver Scheme

I don't have KiwiSaver

I don't know

Other

Current KiwiSaver fund type*

Cash

Conservative

Moderate

Balanced

Growth

Aggressive

Mixed / Multiple

I don't know

Other

What is your current KiwiSaver balance?*

What percentage (%) do you currently contribute to your KiwiSaver? (If self-employed please enter a dollar figure ($) indicating your yearly contributions)*

What percentage (%) does your employer currently contribute to your KiwiSaver?*

What is your gross salary per annum? (this is so we can send you an accurate first home and/or retirement projection)*

Risk assessment questionnaire

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When do you plan on making a significant lump-sum withdrawal from your KiwiSaver, for example, for the purchase of a first home or for retirement needs?*

A Within 2 Years

In 2 to 5 Years

In 6 to 10 Years

In 11 to 20 Years

More than 20 Years

How do you feel about balancing risk and return?*

I want to minimise my risk and am willing to accept low returns

I am only willing to take a moderate amount of risk to generate low to medium returns

I am willing to take a medium amount of risk to provide a more reasonable return

In order to achieve higher returns, I am willing to take a relatively high amount of risk

I want to maximise my returns and am willing to accept a high level of risk

Protecting your investment portfolio from a fall at any time is more important to you than achieving high returns?*

1 is Not important 5 is Very important

You have an investment balance of $100,000. If your balance dropped in value in one year, how are you likely to feel?*

I would be unhappy with any drop in value.

I would be OK with a drop in value of no more than $5,000 (5%).

I would be OK with a drop in value of no more than $10,000 (10%).

I would be OK with a drop in value of no more than $15,000 (15%).

Market declines happen from time-to-time, a drop in value of $20,000 (20%) wouldnt bother me.

How often would you tend to worry about your investment returns?*

On a daily basis

About every month

Maybe 4 times a year

Once a year

I've never actually thought about it, or maybe once or twice

What is important to you and how can your KiwiSaver reflect that?

kiwisaver-3

How important is it that your KiwiSaver is invested in ethical companies?*

1 is Not important 5 is Very important

How important is having a New Zealand owned and operated KiwiSaver provider?*

1 is Not important 5 is Very important

How important to you is having your KiwiSaver providers core business being investment management? (rather than insurance or commercial banking)*

1 is Not important 5 is Very important

How important is it to you that your KiwiSaver providers offers an app to keep track of your investment?*

1 is Not important 5 is Very important

How important is it that you have a bespoke KiwiSaver investment? We have access to an open architecture KiwiSaver scheme that allows you to create a personalised portfolio (from over 400 different securities) with help & guidance from us. This is ideal for sophisticated investors who want customisable investment choices and have more than $50,000 in their KiwiSaver account.*

1 is Not important 5 is Very important

Would you like to save money on your Life, Income, and Health Insurance?*

Yes

How did you hear about us?*

Referral

Google search

Facebook

Directly from Staffords Wealth Management

Other

Scope of service.*

The following are the areas of advice that you are requesting from me, subject to any specific objectives or limitations of our engagement. Unless noted below, our discussions and my advice will be in relation to assisting you and/or your families/or your KiwiSaver plans

kiwisaver-4

Personalised advice on KiwiSaver implementation or transfer

Saving for a first home and taking advantage of the First Home Grant

Client acknowledgements*

I understand the services being provided are restricted to KiwiSaver advice only

I understand that this advice should not be taken to be legal or taxation advice

I declare that the details I have supplied in this document are correct.

Signature

Thank you!

And congratulations, for completing the KiwiSaver fact find, getting you one step closer to a more financially secure future. I will be in touch shortly with a personalised KiwiSaver recommendation to make sure you are on track to reach your goals. I look forward to working with you.

About Brendan Stafford

Staffords Wealth Management – Financial Advisers currently taking on new clients by appointment.

I am an Independent Financial Planner, which first and foremost means I am completely client-focused. As an independent advisor, I am able to provide you with strategies to protect and grow your wealth without any risk of commissions or partners influencing this advice.

This enables me to focus on my values and provide clients with the right solutions based on their needs and interests, not those of a large organisation.

My approach to building a portfolio is personal and based on experience. Diversification, Fees, Tax Efficiency, and Liquidity are the four pillars to providing the right solution.

I offer a completely bespoke, tailored investment and KiwiSaver solution. My services are fully individualised and designed to meet your Personal Financial Planning needs.

It is never too late to build a plan; for an initial consultation, please get in touch.

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STEP 1

DISCOVER

STEP 2

CONSIDER

STEP 3

RECOMMEND

KiwiSaver Fact Finder

Personal details

Passport or Drivers license

Signature

Thank you!

About Brendan Stafford

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