Saving Kiwis retirement one conversation at a time
What I can help you with.
Australian Pension Transfer
If you have worked in Australia, there are things to consider if you leave or bring your Australian Super back to NZ.
You work hard so your money should work hard for you too! I have access to great investment options outside of KiwiSaver.
Why work with me?
I believe in helping people create the retirement they are dreaming about and taking a personal approach.
Everyone’s ideal retirement is different, which is why I tailor your retirement pathway to suit you!
Talking about finances often falls into the “too hard” basket, so I’m here to make those conversations easy. There are no dumb questions.
Together we can sit down and look at creating the best possible outcome for you
“Saving Kiwi’s retirement, one conversation at a time
is my mantra and absolute mission for Retirement Taylor made!
Every conversation I have helps me empower every day Kiwi’s to make informed decisions about their retirement and what they want that to look like. I love what I do!”
– Ailsa Taylor, Founder
Are you making the most of your KiwiSaver?
Enrolling your child (or yourself) in a KiwiSaver scheme doesn’t cost anything. I can walk you and your family through your options and how to best support your family and their future!
As a professional, KiwiSaver offers you a number of great benefits, such as: an annual Government contribution of 50 cents for every dollar you contribute, up to a maximum of $521.43 per year (if eligible)!
As an employer, I can help you by providing free financial advice to your staff, setting up a $50,000 accidental death cover for staff (t&c’s apply), and making sure your staff are not losing out by being stuck in a default fund!