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KiwiSaver Fact Find Questionnaire
Welcome to the Wealth Boutique KiwiSaver Fact Find Questionnaire. Use our intuitive tool to determine your risk profile for managed funds based on a series of criteria tailored to your financial goals and aspirations.
How It Works
1. Input your financial goals, including desired income after retirement and any specific lifestyle aspirations.
2. Provide details about your current financial situation, including assets, liabilities, and savings rate.
3. Our KiwiSaver tool will analyse your information and recommend a personalised risk profile for managed funds, ensuring your investments align with your long-term objectives.
Why Complete Our Questionnaire?
Gain clarity and direction on your investment journey. Whether you're planning for retirement, saving for a major purchase, or simply looking to grow your wealth, our tool provides valuable insights to help you make informed investment decisions.
Ready to unlock your KiwiSaver potential? Complete our questionnaire today and take the first step towards achieving your financial goals.
Why Choose Wealth Boutique?
Why Choose Wealth Boutique?
Why Choose Wealth Boutique?
As independent advisers, we prioritise your needs above all else. Our experienced team is dedicated to providing authentic, personalised advice tailored to your unique circumstances. With Wealth Boutique, you can trust that your financial future is in good hands.
Ready to take the first step towards financial freedom? Schedule a free consultation with us today and let's start planning your brighter tomorrow.
Contact Us
Why Choose Wealth Boutique?
Why Choose Wealth Boutique?
Questions? Don't hesitate to reach out. Our team is here to support your every step of the way.
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