KiwiSaver Assistance

CREATING EXTRAORDINARY RETIREMENTS

Get help understanding your KiwiSaver account so you can choose the right provider and fund to work towards your retirement savings goals.

KiwiSaver is a tool to help you get to your retirement goals. As part of our holistic retirement planning and wealth management services, we can review and recommend providers.

Not all KiwiSaver schemes, funds and providers are equal. We firmly believe past performance should not be the main indicator of finding the right scheme for you. Rather, we look to match you with a KiwiSaver provider that’s the right fit for your values, and Kiwi-owned if possible.

We also won’t just set and forget. Together we’ll annually check in on your investment to make sure it’s tracking favourably.

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We have worked with Savvy Wealth on mutual clients and have always found their service excellent and advice focused on good client outcomes.

Sound Wealth Planning is pivotal to the financial well-being of every client. As Insurance Advisers at Rees-Thomas Financial, we regularly refer our clients to Dieter for their Wealth Planning needs. His professionalism and expertise is always well received by our clients.

Dieter is a person of principle and character. He stands by what he says he will do and acts with integrity. Having engaged with him professionally and in less formal settings, I feel confident referring to him for investment advice and look forward to an ongoing, strong relationship.

Making Decisions Based On Facts

Planning & Protecting
Your Best Future

Understanding Market Volatility

Volatility properly understood, simply refers to the random distribution of big ups and downs around a relentlessly upward sloping long-term trend line.

Valuable Facts About The S&P 500

Annual returns came within 2% of the market long-term average of 10% in just 6 of the last 95 years. The average annual return over 95 years is 10%.

Wealth Management

Our holistic advice means you’ll have a clear understanding of your goals which will drive the plan which the portfolio is designed to deliver on.

KiwiSaver Assistance

Get help understanding your KiwiSaver account so you can choose the right provider and fund to work towards your retirement savings goals.

Retirement Planning

Savvy Retirement Planning helps people find the comfort, confidence and knowledge to enjoy retirement without worrying about money.

SAVVY WEALTH ®

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Investing In Futures

Saving You Time
Saving You Money
Putting You First