Life is always changing

As your Financial Adviser, I have a ‘Duty of Care’ which requires me to regularly review your KiwiSaver, ensuring it continues to suit your needs throughout life’s different stages.

Please take the time to answer the following questions … your answers will be sent directly back to me to review.

KiwiSaver Duty of Care

Full name *

Your Adviser

Update to contact details (if applicable)

Phone number

Mobile number

Address

City

Region

Postcode

Country

Investment timeframe

What is your current goal for your KiwiSaver?:

Use the money within the next 2 years (for a first home purchase or your IMMEDIATE retirement needs)

Continue investing for another 3-6 years

Invest your KiwSaver for longer term growth (7 years or more)

(Choose one)

Client Declaration

I have completed the above checklist and confirm that:

My circumstances have not changed which would require a review of my KiwiSaver fund. I will contact you directly, if I have any questions, or if my needs change during the year.

As per above, my circumstances have changed and I would like to be contacted to review my KiwiSaver.

(Choose one)

We are always trying to improve our processes for our clients. Please rate how you found completing my questionnaire. (1 star being difficult and 5 stars being easy)

If you are human, leave this field blank.

Cole Murray Financial Advisers like to take a few steps back and look at the big picture

Our comprehensive range of financial services includes:

Life is always changing

Change in circumstances?

Update to contact details (if applicable)

Investment timeframe

Client Declaration

Cole Murray Financial Advisers like to take a few steps back and look at the big picture

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