MSF - KS Seminar Questionnaire Pt2 Logo
  • KiwiSaver

    KiwiSaver

    Take steps to secure your financial future.

  • {name152} Next Steps we will cover: 

    1. Choosing your KiwiSaver Provider
    2. Choosing your fund option
    3. Understand how we are paid
    4. Getting it all set up
    5. Receive your personalised KiwiSaver recommendations report

    KiwiSaver is an important decision. Take time to consider the option that’s right for you.

    We can sort your KiwiSaver needs today. However, if you wish to consider your options, please complete this form, selecting the "More time” option and we’ll call you next week to discuss.

  • Consider...

    What investment profile you are

  • Your risk profile result indicated you are a Conservative investor.

    Please review the definitions and diagram below of what this means. 

    Then select the risk profile you are most comfortable to proceed with.  

  • Your risk profile result indicated you are a Moderate investor.

    Please review the definitions and diagram below of what this means. 

    Then select the risk profile you are most comfortable to proceed with.  

  • Your risk profile result indicated you are a Balanced investor.

    Please review the definitions and diagram below of what this means. 

    Then select the risk profile you are most comfortable to proceed with.  

  • Your risk profile result indicated you are a Growth investor.

    Please review the definitions and diagram below of what this means. 

    Then select the risk profile you are most comfortable to proceed with.  

  • Your risk profile result indicated you are an Aggressive investor.

    Please review the definitions and diagram below of what this means. 

    Then select the risk profile you are most comfortable to proceed with.  

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  • As a Conservative investor you:

    • have an investment period of 0-2 years,
    • accept lower returns over time,
    • wish to minimise the ups and downs in investment value along the way,
    • seek protection against long-term losses,
    • may need a regular income from your investment (e.g. retired),
    • may soon withdraw the bulk of your funds

    OR ... are close to purchasing your first home.

  • As a Moderate investor you:

    • have an investment period of at least 3 years (for the bulk of your funds),
    • are prepared to accept lower returns over time,
    • understand markets move up and down but want to minimise this,
    • may need a regular income from your investment (e.g. retired).

  • As a Balanced investor you:

    • have an investment period of at least 5 years (for the bulk of your funds),
    • aim to achieve returns above term deposit rates over time,
    • can tolerate some ups and downs in investment value along the way,
    • may make minimal or irregular withdrawals from your investment.

  • As a Growth investor you:

    • have an investment period of at least 8 years,
    • aim to achieve strong potential returns over time,
    • will accept significant ups and downs in the investment value along the way,
    • have a long-term focus,
    • don’t plan any withdrawals in the years ahead,
    • accept that negative annual returns will occur and are comfortable to remain invested through these periods.

  • As an Aggressive investor you:

    • have an investment period of at least 10 years,
    • aim to achieve high returns over time,
    • will accept extreme ups and downs,
    • have a very long-term focus,
    • don’t plan any withdrawals in the years ahead,
    • accept that negative annual returns will occur and are comfortable to remain invested through these periods.

  • NEXT STEP:  Confirm the investor profile that suits you best.

  • How do the funds compare?

    Fund performance compared to the KiwiSaver average
  • Aggressive fund comparison to KiwiSaver average
  • Growth fund comparison to KiwiSaver average
  • Balanced fund comparison to KiwiSaver average
  • Moderate fund comparison to KiwiSaver average
  • Conservative fund comparison to KiwiSaver average

  • KiwiSaver provider

  • Booster KiwiSaver Scheme (SRI)

  • I wish to invest my KiwiSaver funds into the...

    Booster {pleaseSelect54}

    Happy with your selection? Click Next to continue.  

  • Milford KiwiSaver Plan

  • I wish to invest my KiwiSaver funds into the...

    {pleaseSelect}

    Happy with your selection? Click Next to continue.  

  • Milford KiwiSaver Plan

    Product Disclosure Statement (PDS)

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    Please click the image to view important information on the Milford KiwiSaver Plan

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  • Booster KiwiSaver Scheme

    Product Disclosure Statement (PDS)

  •  

     

    Please click the image to view important information on the Booster Kiwisaver Scheme

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  • What Milestone will receive

    Our fee

  • If you move your KiwiSaver to Milford KiwiSaver Plan, Milestone will be appointed as your ongoing financial adviser. Milestone will receive the following payments (deducted from your Milford KiwiSaver account):

    Initial advice fee  Annual ongoing advice and administration fee 
    $150.00 0.25%
    1. The ongoing advice and administration fee is calculated and deducted monthly (based on your account value).
    2. In recognition of the ongoing advice and administration services Milestone provide, Milford will pay you a rebate of 0.2% p.a. (paid monthly) for all funds other than the cash fund. The cash fund rebate is 0.05% p.a.
    3. The ongoing advice and administration fee is generally fully tax deductible.
    4. Should you no longer wish to receive ongoing advice from Milestone, you must inform Milford.  The rebate, and ongoing advice and administration fee, will be stopped.

  • What Milestone will receive

    Our fee

  • If you move your KiwiSaver to Booster KiwiSaver Scheme, Milestone will be appointed as your ongoing financial adviser. Milestone will receive the following payments:

    Booster Marketing Rebate Ongoing Adviser Commission
    $30.00 0.5%
    1. The ongoing commission is calculated and paid monthly based on the average value of your KiwiSaver account.  It is paid from the fee Booster charge you (it is not an additional fee).
    2. The Booster marketing rebate is paid by Booster to your adviser after your account has been open for 12 months.

  • Fees charged by the KiwiSaver Provider

  • FUND Estimated Annual Fund Charge
    Milford KiwiSaver Cash 0.20%
    Milford KiwiSaver Conservative 0.95%
    Milford KiwiSaver Moderate 0.96%*
    Milford KiwiSaver Balanced 1.06%*
    Milford KiwiSaver Active Growth 1.20%*
    Milford KiwiSaver Aggressive 1.15%

    * Includes estimated performance fee. For further information refer to the Milford Product Disclosure Statement.

  • Fund Estimated Annual Fund Charge*^

    Monthly Member Fee
    Booster SRI Moderate 1.13% $3.00
    Booster SRI Balanced 1.26% $3.00
    Booster SRI Growth 1.30% $3.00
    Booster SRI High Growth 1.31% $3.00
    Booster SRI Geared Growth 1.75%** $3.00

    *Includes any estimated performance fee - see Booster PDS for details.

    **Includes a borrowing fee on the amount borrowed to increase the funds exposure to shares.

    ^The annual fund charge is tiered, reducing as your account increases in value - see Booster PDS for details.

    Booster charge a $30 account closure fee.

  • Increase your fund contributions?

  • Increasing your contributions, even by a small amount can make a big difference over time.

  • Payroll Authority

  • Next step

  • Thank you

  • Thanks for taking the time to complete our KiwiSaver questionnaire. 

    We will send you your personalised KiwiSaver report within 5 business days.

    One of our financial advisers will contact you in the coming week to answer your questions.  Then, if you are happy to proceed we will help get it sorted.

  • Thank you

  • Thanks for taking the time to complete our KiwiSaver questionnaire. 

    We wish you the best of luck with your KiwiSaver journey.

    If we can be of any help in the future please get in touch.

  • Why change?

  • Please confirm why you wish to invest into {typeA} (select all that apply):

  • Terms and Conditions

  • I confirm the following:

    • I give Milestone Financial the authority to complete an application on my behalf, investing into the KiwiSaver scheme and fund I have selected.
    • The information I have provided is true and correct and all funds placed in my KiwiSaver have been obtained by lawful means.
    • I am eligible to be a member of KiwiSaver.
    • I appoint Milestone Financial to provide me ongoing financial advice services in relation to my KiwiSaver.
    • I have received, read, understood and agree to the terms and conditions specified in the Product Disclosure Statement for the KiwiSaver Provider I have selected.
    • Any identity documents I provide, can be used for electronic verification purposes.
    • I will provide any documentation requested to allow Milestone and the KiwiSaver Provider to comply with Anti-Money Laundering/Counter Terrorism Financing obligations.
    • I have been provided with Milestone's Disclosure information and Privacy Statement
    • I consent to Milestone using my information to implement and provide ongoing KiwiSaver advice. This includes sharing that information with:
      • All relevant parties including my KiwiSaver provider, within the Milestone Group, and third-party databases (for the purposes of completing electronic identity verification).
      • Government and regulatory bodies (as required by law and to enable Milestone to meet any compliance and/or regulatory obligations) and,
      • Milestone's external compliance provider(s).
    • I will contact Milestone if:
      • my situation changes and is likely to impact the advice provided.
      • my contact details or PIR Tax rate change.
    • I am solely responsible for declaring the correct PIR tax rate. Milestone and/or its representatives are not responsible for any loss suffered as a result of declaring the incorrect tax rate.

  • Identification

  • STEP 1 of 2

    Please upload images of the following:

    Either :

    • Your signed Passport
    • Firearms Licence (front and back)
    • Drivers Licence (front and back)
    • Gold card (front and back)

    NOTE :  Your ID must be current

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  • STEP 2 of 2

    Please capture a photo of one of the following documents as proof of address:

    Either :

    • Bank Statement
    • Rates bill
    • Utility bill (e.g. power, phone, internet)

    NOTE :  Your document must be no more than 6 months old

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  • Clear

  • Thank you

  • Thanks for your time today. 

    What happens next?

    • Provided sufficient ID has been supplied, we will now process your application,
    • If applicable, your existing KiwiSaver funds will be transferred to the new provider you have selected (approximately 10 working days),
    • We will send you account details and information on how to view your KiwiSaver account online, 
    • You will receive your personalised KiwiSaver report in the next 5 business days.

    Any questions in the meantime please contact us adviseme@milestone.co.nz.

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