Do you know which fund type is right for you?
Choose 'Yes' if you understand your risk profile and know which fund type suits your needs. Choose 'No' if you are unsure or would like to double check your appropriate fund type.
Any questions? Click here to contact our Financial Advisors.
Select your fund type
Choose your fund type based on your risk profile and investment needs.
Any questions? Click here to contact our Financial Advisors.
When will you make a withdrawal for either your first home or for retirement?
Consider your goals and investment timeline. Will you be accessing your KiwiSaver in the near future or planning for long-term retirement? Choose the timeframe that fits your plan.
Any questions? Click here to contact our Financial Advisors.
How would you describe your attitude to risk?
Would you keep it safe to avoid risk, even if it means lower returns; take a bit of risk for a balance between safety and better returns; or go for higher risk to aim for the best returns, knowing the value could go up and down?
Any questions? Click here to contact our Financial Advisors.
How would you feel if your KiwiSaver fund dropped 5% in a month during a market decline?
Think about your tolerance for short-term losses. Would a 5% drop make you anxious, or are you prepared for ups and downs in the market?
Any questions? Click here to contact our Financial Advisors.
Digital Tool Nature & Scope Disclosure
Purpose of Savvy Saver: Savvy Saver is a digital tool designed to recommend a suitable KiwiSaver fund based on your responses. It presents a recommended fund along with two other options and offers guidance on applying for the chosen scheme.
Advice Scope and Limitations: Recommendations focus on KiwiSaver funds only, based on investment goals and timelines provided by the user. The tool does not account for a user’s entire financial situation or independently verify performance data.
Providers Supported: Savvy Saver offers advice on funds from Generate, Milford, New Zealand Funds, and Pathfinder. Recommendations may need updates if the user’s circumstances change.
Fees and Charges: Savvy Saver’s tool is free to use, though ongoing KiwiSaver provider fees apply. Users may incur additional charges if they seek advice from a human financial adviser.
Conflicts of Interest: Savvy Saver may receive fees or commissions from KiwiSaver providers. To ensure unbiased recommendations, Savvy Saver follows a structured advice process and undergoes regular independent reviews.
Please read the full Nature & Scope Disclosure. By continuing to use the Find Your Fund tool you confirm that you have read and understood this disclosure document.
Congratulations your results are ready!
Thank you for using Savvy Saver to find your perfect KiwiSaver fund. Enter your name and email below and we’ll send you an email of your results for your records. You'll also get your results immediately on the next page.