Is your KiwiSaver working for you?
Free personalised advice. Zero pressure.
The difference of getting your KiwiSaver sorted now, could be hundreds of thousands of dollars. Chat to our KiwiSaver Advisor about how to get your KiwiSaver working for you.
Meet your adviser
Kyle Imeson is an experienced financial services provider with over a decade of experience in commercial and agri lending, mortgages and KiwiSaver.
He is passionate about helping clients get the most of their investments. Small changes now could provide you with thousands more at retirement.
Why sort your KiwiSaver?
It’s no longer enough to have your house paid off for retirement, you need to have a nest egg that will provide for your day to day living expenses, and provide for your lifestyle.
That is where your KiwiSaver Account comes in.
The difference of getting your KiwiSaver Account sorted now, could be hundreds of thousands of dollars. It could be the difference between struggling from week to week, to living a comfortable lifestyle.
At Summit Wealth, we give everyday Kiwis free, personalised guidance to help them get the most out of their KiwiSaver. No confusing jargon, no hidden fees, and no ties to any one provider. Just solid, honest advice that puts your goals first.
Not sure if you’re in the right KiwiSaver Fund?
You’re not alone.
Many people aren’t sure how their fund works, whether they’re missing out on returns, or if they’re on track to meet their goals. The right fund choice can make a big difference – from helping you grow your retirement savings faster to getting into your first home sooner than expected.
With Summit Wealth, you’ll get:
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Clear recommendations based on your life stage, income, and goals
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Ongoing check-ins to make sure you’re still on track
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Friendly support (from real people!) whenever you need it
Join the numerous Kiwis who have transformed their financial outlook with Summit Wealth. A brief conversation today can set the foundation for a more prosperous tomorrow. Schedule your free consultation now and discover how to make your KiwiSaver work harder for you.
A few minutes now could mean thousands more later!
Whether you want to boost your savings, get into a home sooner, or just feel more confident about your financial future, a free KiwiSaver review is a great place to start.
Let’s figure it out together – no stress, no pressure.
Book your free review today and let’s make your KiwiSaver work harder for you.
Why Summit Wealth?
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It’s completely free – our advice won’t cost you a thing
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We’re independent – no sales pitches, no pushing one provider over another
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We keep it simple – real conversations, not financial mumbo jumbo
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You stay in control – we give you the info, you make the decisions
I started offering KiwiSaver Account Advice because I realised my clients weren’t getting the advice they needed to get their Kiwisaver Account working for them.
Now my clients have a plan, and their KiwiSaver Account is working as hard as they do.
Providers we work with
How it works
We work with some of the best KiwiSaver providers available. So, while the banks operate on a “you want fries with that?’ mentality when it comes to KiwiSaver Accounts, we run through an advice process to determine your longterm goals, and set up a plan to achieve them. Based on your situation, we tailor the recommendation of KiwiSaver provider and fund to suit you.
Disclaimer: this graph is an example of the results gained for a recent client. You are not guaranteed these results.
Easy 3 step process
Chat
Have a no-obligation call with Kyle to find out a little more about you.
Define
We will discuss your goals and find out what is important to you when it comes to your KiwiSaver Account.
Recommend
We will make a recommendation and implement the switch over. It's that easy!
Where to start
Don’t worry! We can sort your KiwiSaver in one short phone call.
All you need to do is email or book a call.