Yovich & Co KiwiSaver Update - January 2018

Jan 25, 2018 | KiwiSaver

With another year slipping by, now's a great time to review your retirement plan and no matter your age or situation it's something we all have to consider; for the greater majority there's no better way to save for retirement than KiwiSaver. This is the first of our quarterly education and performance updates for KiwiSaver; we hope this will allow investors to enjoy the retirement they deserve.

Performance Update

OneAnswer KiwiSaver Scheme - Multi-Asset Class*

KiwiSaver Performance January 2018

 

 

 

KiwiSaver in the News:

A recent article by the New Zealand Herald, estimated that for a comfortable retirement the minimum savings balance required is $400,000 at age 65. With estimated investment returns this translates to $145.68 a week from the age of 30. It’s important KiwiSaver members regularly review their investments to keep on the right track to a well deserved retirement.

Read the full article here: http://www.nzherald.co.nz/personal-Finance/news/article.cfm?c_id=12&objectid=11972404

What to consider when reviewing KiwiSaver:

  • Risk Profile; are you taking the right level of risk for you. Ensuring your money’s working best for you?
  • Fees; Do you know how much your current provider is charging?
  • Your Contribution Level; what does your retirement look like, are you on track?

We’re here to help:

We are here to help you meet your KiwiSaver requirements easily and effectively. If you, or anyone you may know, have any questions or need more information about financial advice, your current KiwiSaver Scheme or would like to know more about any of our services please do not hesitate to contact us. You can visit www.yovich.co.nz or call (09) 4700 400 to speak to a financial adviser.

 

*Updated as at 31 December 2017 and Sourced directly from ANZ. Performance is after fees, and before tax and membership fees (if applicable).
Disclaimer: This publication has been prepared for your general information. While all care has been taken in the preparation of this publication, no warranty is given as to the accuracy of the information and no responsibility is taken for any errors or omissions. This publication does not constitute financial or insurance product advice. It may not be relevant to individual circumstances. Nothing in this publication is, or should be taken as, an offer, invitation, or recommendation to buy, sell, or retain any investment in or make any deposit with any person. You should seek professional advice before taking any action in relation to the matters dealt within this publication. No part of this publication may be reproduced without prior written permission from our company. Disclosure statements relating to the financial advisers associated with this newsletter are available on request and free of charge

 

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