WealthBase Limited

WealthBase Limited, based in Palmerston North, provides expert KiwiSaver advice and solutions, assisting clients in the wider area with their financial goals.

WHO WE ARE:

• We are a team of dedicated financial advisers with a passion for helping individuals achieve their financial objectives.
• Our approach is centred around providing personalized, face-to-face advice, blending cutting-edge insights with a personal touch.
• Our director and lead adviser, Tim Nicholls, has years of experience in providing KiwiSaver advice and guidance to thousands of people in the region.

WHAT WE DO:

• We offer expert guidance on KiwiSaver schemes, helping clients navigate the complexities and find the right fit for their goals.
• Our services include simplifying KiwiSaver options, providing clarity on fund types and offering advice on how to manage investments during market downturns.
• We work with a range of product providers, including Generate KiwiSaver Scheme, Milford KiwiSaver Plan and Booster Investment Management Limited, to provide our clients with a comprehensive range of options.

WHY CHOOSE US:

• We prioritize our clients’ interests, taking all reasonable steps to ensure our advice is not materially influenced by our own interests.
• Our team is committed to exercising care, diligence and skill in providing advice, meeting the highest standards of competence and knowledge.
• We offer a personalized approach, taking the time to listen to our clients’ needs and provide tailored guidance to help them build a stronger financial future.

FAQ
1. What is KiwiSaver and how can it help me achieve my financial goals?
KiwiSaver is a voluntary savings scheme that helps individuals save for their retirement, with the potential for employer contributions and government incentives. Our expert advice can help you navigate the options and find the right KiwiSaver scheme for your needs.

2. How do I choose the right KiwiSaver fund for my circumstances?
Choosing the right KiwiSaver fund depends on your individual financial goals, risk tolerance and time horizon. Our team can provide personalized guidance, helping you understand the different fund types and select the most suitable option for your needs.

3. Can I switch my existing KiwiSaver scheme to a different provider?
Yes, it is possible to switch your existing KiwiSaver scheme to a different provider. Our team can help you understand the process, explore your options and make an informed decision about whether switching is right for you.