KiwiSaver

I believe that is prudent to have an understanding of your Kiwi saver investment and not treat it like many do as a leave an forget investment .

This is a key start to either securing your first home or providing you with a more financially secure retirement.

You need to know you are in the right plan for your life stage plus the right plan for the NZ or world economy.

I refer clients to have a an information call with NZ Funds a Non Bank Kiwi saver provider to learn more about what your best options are.

Complete the form below and we will get you connected.

KiwiSaver

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Happy Clients

Saved our finances

Beryl has taken the time to explain everything in depth to us, often using diagrams and pictures to make sure we had a clear understanding of our finances. We love that we don’t have to deal with the bank directly, and often Beryl will liaise with the lawyers and accountants on behalf of us too.The process is just far more efficient with Beryl involved!

 

Phil and Averil

Best decision ever

"Beryl has been our broker for the past three years, since our first investment property venture. In that time, largely thanks to Beryl we have reduced our time to retirement by over 10 years. Beryl gets great deals from lenders and takes almost all of the hassle out of home loan finance. We have had some unusual situations which Beryl has steered us through, always to a successful conclusion that brings us nearer to our goals. We are more than happy to recommend Beryl to other clients, whether they be financing their own home or investment properties."

 

Chris and Sandra

Absolutely spot-on!

Thank you Beryl and Kate for your time over the past couple of weeks. My husband and I are expecting our first child in August and have been liaising with these ladies with buying our first home. They were very prompt and professional at replying it was great. We got answers within the first week and Beryl discussed all the posiblities of whether we can afford expenses and made us aware of possible hidden expenses. We have been given clear direction and goals now so we can review our house buying status in a years time when I am back into work. And we really appreciate your support and honest commitment to helping us with our first home buying situation. Thank you Beryl and Kate for your help it was truley appreciated.Thanks!

 

Amanda, Chris and Baby