KiwiSaver has always been a valuable way to save for retirement. However, upcoming changes mean that KiwiSaver may also offer benefits for those in retirement.
Join Martin Hawes, Authorised Financial Adviser and Chair of the Summer Investment Committee, as he explains how retired investors will soon be able to use KiwiSaver to manage their investments and plan their retirement.
He’ll speak about the potential benefits of diversification, the value of active investment management by experienced fund managers and the convenience of a simple process for managing deposits and withdrawals. Joining Martin will be Authorised Financial Advisers, Damian Kearns and Lauren Mackenzie from Forsyth Barr Auckland who will be on hand to answer any questions.
You can attend either the 12:30pm or the 6:00pm session.
RSVP by 11am on Monday 6 May by visiting www.summer.co.nz/seminars or calling Karen Kruger on 09 368 0011.
The Summer KiwiSaver Scheme is managed by Forsyth Barr Investment Management Ltd. You can obtain the Scheme’s product disclosure statement and further information about the Scheme on our website at www.summer.co.nz, from one of our offices, or by calling us on 0800 11 55 66. Disclosure Statements are available from Martin Hawes and your Forsyth Barr Authorised Financial Adviser, on request and free of charge.
KiwiSaver Changes Create Opportunities
Wander along the waterfront and drop in and enjoy some fabulous live music. We are lucky to have The Society Jazzmen and some talented visiting guests.
Have a beer or a coffee, snack or meal.
Child friendly, doggy friendly.