After mastering the stock market in our last episode, we're going back to basics - how to choose a KiwiSaver provider. This is possibly one of the more important and long-term relationships you’ll have in your life - so you want to get it right!

Liv and Jennie discuss why you might want to switch, the key factors to consider when evaluating different providers, and the practical steps involved in making the switch. They had so much to say about this topic we've divided this episode into two parts.

In Part One we cover: 

• Why choosing the right provider for you is important and worth thinking about.
• The jargon. What is a KiwiSaver scheme, a KiwiSaver plan, and KiwiSaver manager, a KiwiSaver provider, a default provider, an investment strategy, an offer?! We think understanding the lingo makes it much easier to make a decision.
• How to align your KiwiSaver with the things that matter most to you. Whether thats involves active management,  a provider that offers a lot of flexibility, or maybe you want something more hands-off, a set and forget approach.
• Additional factors such as ethical investing and whether investing locally is important to you.
• Communication and transparency.  What information is available to investors?  Do they have lots of channels of communication? How much transparency is there on investments?

By the end of this episode, you will understand why choosing the right KiwiSaver provider for you is such an important decision, and you'll be half way through our four things to consider. Don't forget to tune into to Part Two of this episode where we looks at our third and forth things to consider when choosing a KiwiSaver provider (Spoiler! They are long-term performance, plus fees and value for money). And we also walk you through the simple steps to switching   %)

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Please help us share the good word (and make Kiwis richer and smarter with money) - the more we grow, the more good we can do %) Don't forget to follow, subscribe and rate the podcast if you found it useful!

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Disclaimer: This podcast contains personal opinions and is intended to provide educational information only. It doesn't relate to your particular financial situation or goals and is not financial advice or recommendations. Simplicity New Zealand Limited is the issuer of the Simplicity KiwiSaver scheme and investment funds. For product disclosure statements please visit Simplicity's website simplicity. kiwi.

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Please help us share the good word (and make Kiwis richer and smarter with money) - the more we grow, the more good we can do %) Don't forget to follow, subscribe and rate the podcast if you found it useful!

Find us:
Instagram
Facebook
LinkedIn

Disclaimer: This podcast contains personal opinions and is intended to provide educational information only. It doesn't relate to your particular financial situation or goals and is not financial advice or recommendations. Simplicity New Zealand Limited is the issuer of the Simplicity KiwiSaver scheme and investment funds. For product disclosure statements please visit Simplicity's website simplicity. kiwi.