Getting The Right Advice

• Budgeting
• Insurance
• Debt Reduction
• Savings
• Before You Invest
  • Rules For Successful Investing
  • Getting The Right Advice
  • Portfolio Investing
  • Dollar Cost Averaging
  • Important Documentation And Information
• Investments
• Retirement Planning
• Estate Planning

Calculators

• KiwiSaver Account Calculator for Employees
• Residential Property Investment Calculator

Useful Resources

• KiwiSaver Tools and Information
• Follow the Secrets to Wealth
• Get the newsletter direct to your inbox each month
• Independent life insurance information

• Introduction to getting the right financial advice
• Enhancing independence and impartiality
• But, whoever you choose...
• Other resources
• Finding a financial adviser

But, whoever you choose...

Whatever your decision in choosing a financial adviser or a financial planner, we recommend that, at the very least, you consider the following in helping to determine their ability to give you advice:

• Qualifications,
• Experience,
• Relevant professional membership,
• Personal abilities, such as communication skills,
• Their willingness to discuss and disclose the fee structure, and
• Membership of a reputable organisation