General information to help you see the picture. It isn't personal financial advice.
What you'll see at the end
01
Where your balance could get to
Built up one year at a time on the same FMA-prescribed assumptions as your yearly statement, then turned into a weekly figure for retirement.
02
How funds like yours have done
The spread of five-year returns for your type of fund. Numbers only, no fund names, and a look back rather than a prediction.
03
A check of your settings
Your contribution rate, the government contribution and your fund type. Anything that stands out is simply stated; talking it over is for you and an adviser.
Fernlight Advice is a fictional brand created for a portfolio. Projections are illustrative and are not financial advice or a recommendation about any KiwiSaver scheme, fund or provider. Not affiliated with IRD, the FMA or any KiwiSaver provider. Questions about this demo: (555) 010-0123.