Allow us to walk you through an example of live cashflow modelling, illustrating how we incorporate KiwiSaver and investment advice to help clients make informed decisions for a secure retirement.

Financial advice can help you navigate key financial decisions, ensuring better long-term outcomes, greater financial security, and peace of mind.

The key feature of a PIE is its tax advantage—tax is capped at a maximum Prescribed Investor Rate (PIR) of 28%, even for those who would otherwise pay up to 39% on their individual income.

Compounding returns, often referred to as compound interest, is the process where the returns on an investment are reinvested to generate additional earnings over time. Essentially, you earn returns not only on your initial investment but also on the returns from previous periods. This snowball effect can accelerate wealth accumulation, making it a powerful tool in long-term financial planning.