FUNDS to Diversify Your Investment Strategy
Throughout your journey, you want to make sure you’re getting advice on the most appropriate KiwiSaver and other managed funds for your risk appetite.
We complete regular check-ins to:
Manage your strategic asset allocation and ensure your KiwiSaver and investment funds are aligned with your risk tolerance throughout your life’s changes.
Ensure your income allocation tactics are aligned with your investment strategy.
Rebalance the distribution of your income across your assets.