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One of the benefits of having a Qualified Financial Adviser is that fresh eyes can see a hole in your wallet a mile off. Looking at the bigger picture, a Qualified Financial Adviser can maximise your saving plan, and let you know about Government contributions.
Kiwi Saver: Make sure you get your $521.43! Last year thousands of Kiwis missed out on this money because they simply didn’t know enough about it!
It is called a Government Contribution – For every dollar you put into KiwiSaver between 1 July and 30 June each year, the Government will put in 50c, up to $521.43. So to get the full amount, you’ll need to contribute $1,042.86 (or $20.06 per week).
You are eligible whether you are employed or not if you:
- are aged between 18 and 65,
- mainly live in NZ, and
- you are not yet eligible to withdraw for retirement.
Ogilvie Financial Solutions Ltd has an agency with Generate which is Kiwi Owned, and has an outstanding performance record since it started.
In the latest Morningstar KiwiSaver Survey to March 2021 all three Generate funds ranked either 1st, 3rd or 4th in their respective categories for three year performance. Therefore, the Generate Funds were all great value for money for the three years to 31 March. The Focused Growth Fund has also ranked 1st, 2nd or 3rd for five year returns since June 2018.
Generate are great to deal with and you can easily manage the portfolio so your KiwiSaver is growing naturally and is secure. They are Ethical & Responsible Investors – meaning they invest in a way that incorporates environmental, social and governance (ESG) issues.
Check out there website – www.generatewealth.co.nz
Please reach out today if you have any questions or would like a chat. Email me HERE