A no-obligation review with a local adviser — right fund, right risk, right contributions, checked against your goals. Half an hour, in our office or on a video call.
No sales pitch — just a clear look at where your money sits.
Employers enrol people into a default conservative or balanced fund — not necessarily the right one for your age, goals, or how many years until you’ll use it.
Two funds with similar returns can charge very different fees. Over 20–30 years, that gap adds up — worth understanding rather than guessing at.
New job, first home, kids, moving back from Australia — all good reasons to check your KiwiSaver actually still fits where you’re at.
We look at your current fund’s performance, fees and risk level against other options on the market.
We check your fund type and contribution rate match your timeframe, goals and appetite for risk.
You get a plain-English summary of the advice and the reasoning behind it — no jargon, nothing pushed.
Kate has 17+ years’ experience in financial services, and works alongside the Dunlop team advising clients across Taranaki or nationwide by video call.
She specialises in KiwiSaver — helping clients make sure their fund, contribution rate and strategy actually fit their goals.
Dunlop Insurance & Investments Ltd is a member of the Wealthpoint network. We provide financial advice on behalf of Wealthpoint Limited (FSP678011) which holds a Financial Advice Provider Licence. If you proceed with our advice, we may receive trail commission from the product provider — this does not change the cost to you. A full copy of our Advice Disclosure Statement, including how we’re paid, is available on request or before any advice is given.
Book a KiwiSaver review with Kate — in person at our office, or by video call from anywhere in New Zealand. Less time thinking about it, more time getting on with life.
