Page 1 of 2

KiwiSaver check-in | Coffee & a Budget

A short check-in to help you identify what you would like to discuss with Samuel before a meeting or when considering a review. “Not sure” is a useful answer, and you can skip any question except your email.

Your name

Optional — so Samuel knows whose check-in this is.

Email

*

Required so Samuel can match this check-in to a booked appointment or reply to your enquiry.

What would you like to happen next?

*

A

Use this check-in for an appointment I have already booked

B

Please contact me about arranging a conversation

C

I'm not sure at this stage

What would you most like to discuss?

Select any that apply.

Buying a first home

Preparing for retirement

Understanding my current fund

Contributions

Getting started with KiwiSaver

Not sure where to start

Something else

How familiar are you with your current KiwiSaver setup?

A

I know my provider and fund type

B

I know my provider, but not my fund type

C

I am not sure

D

I am not currently in KiwiSaver

When might you expect to use your KiwiSaver savings?

A

Within three years

B

In three to five years

C

In five to ten years

D

In more than ten years

E

Not sure yet

An approximate timeframe is enough; we can discuss what applies to your circumstances.

If you know them, what are your current KiwiSaver provider and fund name or type?

Which parts would you like explained?

Select any that apply.

Fund types and investment risk

Fees