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Our Team
Insights and Tips
FAQ

What kind of risk
taker are you?

Investor Profile Questionnaire Is your KiwiSaver invested in the right fund?

Being in the right KiwiSaver fund can simply mean the difference of $200,000 or more come your retirement. If your KiwiSaver is invested in a Default Fund, then it may be time to move it around.

Find out what type of risk taker you are and complete the form below.

Contact a KiwiSaver expert

Call us on 0800 021 337
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When do you plan to make a significant lump sum withdrawal from your portfolio? (ie: first home, retirement)
Within 5 YearsIn 5 to 10 YearsIn 10 to 15 YearsIn 15 to 20 YearsMore than 20 years

Which of the following questions best describes your thoughts about risks and returns?
I want to minimise my risk and am therefore willing to accept low returnsI am willing to take a moderate amount of risk to generate low to medium returnsI am willing to take a reasonable amount of risk to provide a more medium returnIn order to receive higher returns, I am willing to take a relatively high amount of riskI want to maximize my returns and am willing to accept a high level of risk

Protecting my investment portfolio from a fall in value at any time is more important to me than achieving high returns:
I strongly agreeI agreeI neither agree or disagreeI disagreeI strongly disagree

Consider you have an investment balance of at least $20,000 or more. If after a short period of time (less than 1 year) your balance has dropped in value, which statement reflects best how you would feel about this?
I would be unhappy with any drop in valueI would be ok with a drop in value of no more than 5%I would be ok with a drop in value of no more than 10%I would be ok with a drop in value of up to 15%I would be ok with a drop in value of up to 20%

How often would you tend to worry about your investment returns?
DailyMonthlyQuarterlyAnnuallyNever or only occasionally over the longer term

This is the first time we have used a mortgage broker and they have been excellent to deal with. Craig has gone above and beyond for us. He’s always at the end of an email (regardless of the time or day) and doing stuff for us which is probably out of his remit. A top professional delivering an impeccable service! Cannot commend Craig or recommend this company enough.
– Steve