DIY Resources

We have separated this page into two sections:

 

Forms and Calculators

Insurances

Mortgages

Investing

KiwiSaver

Employee Benefit Schemes

Financial Planning

Retirement Planning

Cordell Calculator Repayment Calculator What's my Risk Profile? Online Application Form   What Goals do people have?  

Contents Checklist

How Much Can I Borrow? What is Strategic Asset Allocation (SAA)? What's my Risk Profile?  

How to prepare a Budget

Easy Budget Template

Comprehensive Budget Template

 

Direct Debit Forms

  • AMP General Insurance
  • AMP LifeTrack
  • AMP RPP
  • Asteron Life
  • Fidelity Life
  • Southern Cross Health
  • NIB Health
Home Loan Application Form WealthView Tax Guide FY2015 KiwiSaver Direct Debit  

5 Q's to ask your Adviser

What is "sound advice?"

 

 

 
Apply Online for Southern Cross Health Insurance 2 Minute Guide to the Revolving Line of Credit WealthView Client Terms from Oct 2015        
    WealthView Service Disclosure Statement        

Useful Resources

Insurances

Mortgages

Investing

KiwiSaver

Employee Benefit Schemes

Financial Planning

Retirement Planning

Cordell Calculator   How do Credit Ratings Work? How to make a voluntary contribution to your KiwiSaver account   Free Budget Service NZ Super (Pension) Amount
    Investing 101 - A series of 2 minute educational videos Compare KiwiSaver Schemes  

IRD Resources:

 

 

 

UK Pension and Aussie Super Transfers:

 

   

Automatic Exchange of Information

    Commission for Financial Capability Get an Online Will - code KEYSTONE