Important Documentation And Information

• 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
• Managed Funds
• Direct Investments

Direct Investments

For investments you make directly, the following documentation may be useful:

• For bonds - investment statements for new issues, annual reports, and the most recently audited financial statements,
• For shares - prospectuses for new issues, annual reports, and the most recently audited financial statements, and
• For property investments - any contracts you're required to sign in selling, buying, leasing or renting the property, as well as valuation and building reports.