The Financial Markets Authority (FMA) recently released a statement reminding Kiwis that now is a good time for your annual KiwiSaver Health Check. 

The announcement aligns with the time when you receive your Annual KiwiSaver Statement. Thus, a great opportunity to analyse your returns on investment and whether you’re on the right track toward your retirement goals. 

Moreover, the 30th of June is also the last day of the government contribution threshold for the year. You are advised to have made contributions before the 26th of June to ensure that they are received in time. 

The FMA statement highlights the following questions you should be asking yourself as you analyse your annual statement:

1. What is my current KiwiSaver balance? 
2. Am I in the right investment fund for me?
3. What could my balance be at age 65?
4. Do the fees I pay in dollars look reasonable? 

If you’re struggling to answer any of these questions, then you’ve come to the right place. National Capital is a registered financial adviser specialising in KiwiSaver. By taking a few minutes to complete our HealthCheck Questionnaire you’ll get an instant recommendation as to what is the right provider and fund for you. Moreover, our team of advisers is always available to help answer any follow-up questions.