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Investor Profile Questionnaire

Which investment strategy is best for you?

One of the most important decisions to make when joining KiwiSaver is how you want your savings managed. You might not have the skills or experience to manage investments (that's what we do for you!) but we need guidelines from you so that we manage your savings appropriately.

We understand that every investor has different investment goals (and timeframes in which to achieve these) and that investors have varying appetites for risk. We have developed our Scheme to allow you to tailor the KiwiSaver investment strategy that you consider meets your needs.

Before choosing your investment strategy, it is important that you think about:

bulletpoint tick Your investment timeframe (how long you will be saving before you take out money for your first home or retirement); and
bulletpoint tick  Your risk tolerance (how comfortable you are with the value of your savings fluctuating).

To help decide the Fund/investment strategy that you consider is best for you, complete our online investor profile questionnaire. If you have any questions, contact us on 0800 20 40 60.


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