Your Kiwisaver
Your Retirement
Together

Peak Financial's Personal Approach to Kiwisaver

Our Personal Approach to Kiwisaver

Kiwisaver Coaching has been developed from a need to provide Kiwi’s with qualified and experienced Kiwisaver investment advice. No longer is Kiwisaver a ‘One Size Fits All’ it needs to be tailored just for you.

Powered by Peak Financial Services which has been providing Kiwi’s with qualified and experienced financial advice for over 20 years. Kiwisavercoach is taking Peak’s people-driven approach to give you the best chance of a successful retirement.

Let’s Talk About Your Kiwisaver!

Your Kiwisaver.
Together.

  • Your Kiwisaver is one of the most important financial assets you’ll create in your working life.
  • We walk with you on your Kiwisaver journey giving  you the best chance of success.
  • We take the time to understand you.
  • We tailor your Kiwisaver specifically to you.
  • We use funds and fund managers you trust.
  • We meet regularly to make sure you’re on track and achieving your goals. All for no cost.
Let’s Chat!

The Coaching Process.

  1. We take the time to get to know you and what is important to you.
  2. We provide qualified and experienced Kiwisaver advice specifically tailored for you.
  3. We help you choose the right Fund and the right Fund Manager.
  4. We explain how your money is invested and what asset allocation is best for you.
  5. We explain how to get the most out of your Kiwisaver.
  6. We help in the onboarding process and make sure your Kiwisaver is invested correctly for you.
  7. Your Kiwisaver Coach is there to provide ongoing support and conduct annual reviews to make sure your Kiwisaver is working as well as it can and that you are on track to achieve your goals.

All this at no cost to you. Our Disclosure Statement is available upon request.​

We can also help with:
  • ​UK Pension Transfers
  • Australian Superannuation Transfers
  • Children’s Kiwisaver Accounts
  • Unlocked Investment Accounts
  • Bespoke Investment Portfolios
Let’s Chat!

Get in touch
With your Kiwisaver Coach

Kiwisaver Enquiry

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Contact Us

+64 (0)21 949772
gary@peakfinancial.co.nz

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81 Matua Rd
Tauranga

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