Am I in the right fund?

It depends on your age, your goals and when you'll need the money. Someone saving for a first home in two years may need a different fund from someone saving for retirement in 30. We can review yours and talk you through your options.

Can I use my KiwiSaver to buy my first home?

In most cases, yes. If you've been a member for at least three years, you may be able to withdraw most of your savings, leaving a small amount in your account. Other conditions apply, so talk to us before you start house hunting.

How much should I be contributing?

There's no one right answer. It depends on your budget and your goals. We'll help you find a level that works for you now and sets you up for later.

Can I change my KiwiSaver provider or fund?

Yes, you can switch at any time. We'll help you compare options so you can make an informed decision.

Do you charge for KiwiSaver advice?

We don't usually charge for our advice. We're paid by the KiwiSaver provider. You can find full details in our disclosure statement.

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Contact us for a free no obligation meeting and discuss how we can help.

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Tell us a little about what advice you are after, when you would like us to call you, and one of our team will be in touch.

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Fantastic service, professional team. A family run business that will always work with your best interest at heart!”

Faieka Cassiem

Jason is a good man and a great Insurance Adviser, I trust his thoughts and feedback 110%

Azza Martin

We have been very impressed with the service received from Bradley. Our only regret is not engaging him sooner.

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Our family protecting your family since 2009

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Discovery Financial Services Ltd
Building 8, 15 Accent Drive, East Tamaki, Auckland 2013

Mob: 021 048 3332

Tel: 09 271 2570

info@discoveryfinancialservices.co.nz

Book a call here

LET'S TALK

Book in a call

Contact us for a free no obligation meeting and discuss how we can help.

We'd love to chat

Tell us a little about what advice you are after, when you would like us to call you, and one of our team will be in touch.

TRUSTED BY 6,000+ KIWIS

What our clients say

Faieka Cassiem

Azza Martin

T&O

Like to book a time in for a call?

Let us know a preferred time to talk, and we'll be in touch.

Our family protecting your family since 2009

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