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Investment Advice

Retirement Planning / KiwiSaver / Investment Planning / Managed Funds

Planning for your retirement? Wondering about your current investment options, property investment or how to get the best out of your KiwiSaver account? If you’ve found your way here, chances are you’ve either put some money aside already, or you’re planning to do so. But first things first. Why is investing a smart idea?

Simply put, you want to invest in order to create wealth. It's relatively painless, and the rewards are plentiful. By investing your money now, you'll have a lot more money for things like retirement, education, recreation – or you could pass on your riches to the next generation so that you become your family's Most Cherished Ancestor. Whether you're starting from scratch or have a few thousand dollars saved, our SHARE Tauranga advisers will help get you going on the road to financial wellbeing.

WHAT ARE YOUR GOALS?

  • I want to learn more about KiwiSaver

  • I want to start planning for my retirement

  • I need to establish some emergency savings

  • I have inherited some money and need some investment advice

  • I want to set up an education fund for my children

  • I need to diversify my portfolio

  • I'm interested in socially responsible investments

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